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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 | $427,585 | $110,337+287.5% | $102,383+317.6% | $145,877+193.1% |
| Participation rate | 29.4% | 77.9%-48.5pp | 74.5%-45.1pp | 80.3%-50.9pp |
| Annual return | 9.96% | 24.83%-14.9pp | 24.94%-15.0pp | 551.28%-541.3pp |
| Employer contribution / active EE | $1,457 | $4,216-65.4% | $3,870-62.4% | $4,663-68.8% |
| Participant deferral / active EE | $3,914 | $5,621-30.4% | $5,060-22.6% | $6,691-41.5% |
| Admin fee / account holder | $82,574 | $9,750+746.9% | $8,391+884.0% | $13,402+516.1% |