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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 | $250,106 | $61,125+309.2% | $94,057+165.9% | $87,485+185.9% |
| Participation rate | 11.1% | 64.1%-53.0pp | 73.3%-62.2pp | 68.9%-57.8pp |
| Annual return | 19.01% | 35.20%-16.2pp | 480.62%-461.6pp | 26.06%-7.0pp |
| Employer contribution / active EE | $386 | $2,136-81.9% | $2,933-86.8% | $2,596-85.1% |
| Participant deferral / active EE | $1,624 | $3,260-50.2% | $4,709-65.5% | $4,274-62.0% |
| Admin fee / account holder | $6,751 | $5,629+19.9% | $7,244-6.8% | $7,775-13.2% |