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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 | $345,325 | $175,231+97.1% | $149,696+130.7% | $139,466+147.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 16.60% | 166.77%-150.2pp | 134.46%-117.9pp | 373.66%-357.1pp |
| Employer contribution / active EE | $2,097 | $5,478-61.7% | $4,821-56.5% | $4,754-55.9% |
| Participant deferral / active EE | $3,159 | $6,521-51.6% | $5,682-44.4% | $6,712-52.9% |
| Admin fee / account holder | $37,173 | $16,155+130.1% | $13,212+181.4% | $11,409+225.8% |