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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 | $57,590+515.3% | $86,233+310.9% | $82,448+329.8% |
| Participation rate | 11.1% | 57.9%-46.8pp | 69.0%-57.9pp | 68.1%-57.0pp |
| Annual return | 28.22% | 22.41%+5.8pp | 61.39%-33.2pp | 41.64%-13.4pp |
| Employer contribution / active EE | $838 | $1,655-49.4% | $2,504-66.5% | $2,551-67.1% |
| Participant deferral / active EE | $2,479 | $3,080-19.5% | $4,559-45.6% | $4,139-40.1% |
| Admin fee / account holder | $146,881 | $4,730+3005.1% | $8,342+1660.7% | $7,234+1930.3% |