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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 | $454,480 | $29,319+1450.1% | $52,425+766.9% | $82,448+451.2% |
| Participation rate | 5.6% | 46.9%-41.3pp | 55.6%-50.1pp | 68.1%-62.5pp |
| Annual return | 14.56% | 535.20%-520.6pp | 302.12%-287.6pp | 41.64%-27.1pp |
| Employer contribution / active EE | $223 | $586-61.9% | $914-75.6% | $2,551-91.2% |
| Participant deferral / active EE | $1,625 | $1,171+38.8% | $1,790-9.2% | $4,139-60.7% |
| Admin fee / account holder | $2,967 | $1,962+51.2% | $2,495+18.9% | $7,234-59.0% |