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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $421,787 | $113,338+272.1% | $94,993+344.0% | $147,585+185.8% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 13.41% | 20.80%-7.4pp | 27.14%-13.7pp | 578.58%-565.2pp |
| Employer contribution / active EE | $3,040 | $3,160-3.8% | $2,603+16.8% | $4,876-37.7% |
| Participant deferral / active EE | $12,000 | $3,777+217.7% | $3,317+261.8% | $5,439+120.6% |
| Admin fee / account holder | $301 | $6,063-95.0% | $4,960-93.9% | $10,886-97.2% |