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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 | $472,216 | $58,258+710.6% | $81,820+477.1% | $80,925+483.5% |
| Participation rate | 32.0% | 63.5%-31.5pp | 72.4%-40.4pp | 67.7%-35.7pp |
| Annual return | 28.40% | 41.76%-13.4pp | 777.93%-749.5pp | 35.65%-7.2pp |
| Employer contribution / active EE | $9,202 | $2,345+292.3% | $2,915+215.7% | $2,756+233.9% |
| Participant deferral / active EE | $8,926 | $3,284+171.8% | $4,323+106.5% | $4,299+107.6% |
| Admin fee / account holder | $103,329 | $4,976+1976.4% | $7,391+1298.1% | $6,940+1388.9% |