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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 | $354,347 | $60,442+486.3% | $96,754+266.2% | $87,485+305.0% |
| Participation rate | 11.1% | 58.7%-47.6pp | 70.3%-59.2pp | 68.9%-57.8pp |
| Annual return | 28.22% | 21.97%+6.3pp | 82.04%-53.8pp | 26.06%+2.2pp |
| Employer contribution / active EE | $838 | $1,691-50.4% | $2,679-68.7% | $2,596-67.7% |
| Participant deferral / active EE | $2,479 | $3,280-24.4% | $4,758-47.9% | $4,274-42.0% |
| Admin fee / account holder | $146,881 | $5,069+2797.5% | $8,905+1549.5% | $7,775+1789.2% |