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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 | $292,894 | $68,398+328.2% | $94,664+209.4% | $75,173+289.6% |
| Participation rate | 62.5% | 76.1%-13.6pp | 80.8%-18.3pp | 67.2%-4.7pp |
| Annual return | 24.05% | 616.72%-592.7pp | 156.84%-132.8pp | 160.72%-136.7pp |
| Employer contribution / active EE | $9,176 | $2,701+239.7% | $3,673+149.8% | $2,671+243.5% |
| Participant deferral / active EE | $0 | $6,537-100.0% | $7,417-100.0% | $4,126-100.0% |
| Admin fee / account holder | $16,266 | $5,324+205.5% | $7,222+125.2% | $5,651+187.9% |