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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 | $257,035 | $52,507+389.5% | $129,406+98.6% | $74,478+245.1% |
| Participation rate | 56.5% | 53.9%+2.6pp | 69.6%-13.2pp | 67.2%-10.7pp |
| Annual return | 24.48% | 15.64%+8.8pp | 9468.18%-9443.7pp | 1370.56%-1346.1pp |
| Employer contribution / active EE | $861 | $1,534-43.9% | $4,155-79.3% | $2,626-67.2% |
| Participant deferral / active EE | $1,795 | $2,801-35.9% | $4,167-56.9% | $4,350-58.7% |
| Admin fee / account holder | $4,830 | $2,639+83.0% | $7,689-37.2% | $1,946+148.2% |