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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 | $52,450+390.1% | $129,339+98.7% | $74,400+245.5% |
| Participation rate | 56.5% | 53.8%+2.6pp | 69.6%-13.2pp | 67.2%-10.7pp |
| Annual return | 24.48% | 15.65%+8.8pp | 9437.05%-9412.6pp | 1367.51%-1343.0pp |
| Employer contribution / active EE | $861 | $1,532-43.8% | $4,154-79.3% | $2,624-67.2% |
| Participant deferral / active EE | $1,795 | $2,797-35.8% | $4,170-57.0% | $4,348-58.7% |
| Admin fee / account holder | $4,830 | $2,636+83.2% | $7,668-37.0% | $1,944+148.5% |