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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 | $274,965 | $171,492+60.3% | $150,734+82.4% | $198,609+38.4% |
| Participation rate | 60.0% | 81.4%-21.4pp | 78.4%-18.4pp | 82.4%-22.4pp |
| Annual return | 12.66% | 804.70%-792.0pp | 600.81%-588.1pp | 202.70%-190.0pp |
| Employer contribution / active EE | $1,667 | $5,470-69.5% | $4,918-66.1% | $5,055-67.0% |
| Participant deferral / active EE | $5,741 | $6,259-8.3% | $5,610+2.3% | $6,977-17.7% |
| Admin fee / account holder | $64,282 | $17,628+264.7% | $14,905+331.3% | $19,030+237.8% |