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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 | $259,015 | $27,800+831.7% | $58,507+342.7% | $71,529+262.1% |
| Participation rate | 5.5% | 34.6%-29.1pp | 50.9%-45.4pp | 67.9%-62.4pp |
| Annual return | 17.49% | 26.80%-9.3pp | 4252.32%-4234.8pp | 28.97%-11.5pp |
| Employer contribution / active EE | $280 | $632-55.7% | $1,053-73.5% | $2,590-89.2% |
| Participant deferral / active EE | $706 | $1,208-41.5% | $1,922-63.3% | $4,291-83.5% |
| Admin fee / account holder | $4,501 | $1,637+174.9% | $2,486+81.0% | $1,588+183.3% |