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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 | $476,552 | $61,125+679.6% | $94,057+406.7% | $87,485+444.7% |
| Participation rate | 4.4% | 64.1%-59.6pp | 73.3%-68.9pp | 68.9%-64.5pp |
| Annual return | 15.66% | 35.20%-19.5pp | 480.62%-465.0pp | 26.06%-10.4pp |
| Employer contribution / active EE | $267 | $2,136-87.5% | $2,933-90.9% | $2,596-89.7% |
| Participant deferral / active EE | $1,378 | $3,260-57.7% | $4,709-70.7% | $4,274-67.8% |
| Admin fee / account holder | $29,052 | $5,629+416.1% | $7,244+301.0% | $7,775+273.7% |