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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 | $532,842 | $81,476+554.0% | $102,383+420.4% | $80,925+558.4% |
| Participation rate | 2.3% | 66.8%-64.5pp | 74.5%-72.2pp | 67.7%-65.3pp |
| Annual return | 13.82% | 25.59%-11.8pp | 24.94%-11.1pp | 35.65%-21.8pp |
| Employer contribution / active EE | $899 | $3,105-71.0% | $3,870-76.8% | $2,756-67.4% |
| Participant deferral / active EE | $1,905 | $3,871-50.8% | $5,060-62.4% | $4,299-55.7% |
| Admin fee / account holder | $25,353 | $6,717+277.4% | $8,391+202.1% | $6,940+265.3% |