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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 | $253,581 | $80,812+213.8% | $160,784+57.7% | $82,448+207.6% |
| Participation rate | 33.3% | 66.2%-32.9pp | 77.0%-43.6pp | 68.1%-34.7pp |
| Annual return | 16.00% | 100.59%-84.6pp | 1803.92%-1787.9pp | 41.64%-25.6pp |
| Employer contribution / active EE | $764 | $2,174-64.9% | $3,733-79.5% | $2,551-70.1% |
| Participant deferral / active EE | $2,408 | $4,335-44.4% | $6,293-61.7% | $4,139-41.8% |
| Admin fee / account holder | $8,758 | $7,695+13.8% | $9,717-9.9% | $7,234+21.1% |