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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 | $250,472 | $37,436+569.1% | $77,513+223.1% | $79,858+213.6% |
| Participation rate | 2.3% | 41.5%-39.2pp | 54.2%-51.9pp | 69.6%-67.3pp |
| Annual return | 15.67% | 39.75%-24.1pp | 54.81%-39.1pp | 31.72%-16.1pp |
| Employer contribution / active EE | $257 | $637-59.6% | $987-73.9% | $2,471-89.6% |
| Participant deferral / active EE | $621 | $1,261-50.7% | $1,861-66.6% | $3,740-83.4% |
| Admin fee / account holder | $491 | $2,505-80.4% | $2,859-82.8% | $5,306-90.7% |