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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 | $385,953 | $80,812+377.6% | $160,784+140.0% | $82,448+368.1% |
| Participation rate | 40.6% | 66.2%-25.6pp | 77.0%-36.3pp | 68.1%-27.4pp |
| Annual return | 16.83% | 100.59%-83.8pp | 1803.92%-1787.1pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,857 | $2,174+31.4% | $3,733-23.5% | $2,551+12.0% |
| Participant deferral / active EE | $5,895 | $4,335+36.0% | $6,293-6.3% | $4,139+42.4% |
| Admin fee / account holder | $5,209 | $7,695-32.3% | $9,717-46.4% | $7,234-28.0% |