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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 | $267,101 | $85,766+211.4% | $136,298+96.0% | $70,126+280.9% |
| Participation rate | 64.7% | 74.2%-9.4pp | 81.9%-17.2pp | 69.5%-4.8pp |
| Annual return | 107.36% | 31.46%+75.9pp | 5156.27%-5048.9pp | 73.15%+34.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,520 | $5,051+9.3% | $6,247-11.6% | $3,332+65.7% |
| Admin fee / account holder | $1,673 | $5,421-69.1% | $9,244-81.9% | $4,645-64.0% |