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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 | $347,748 | $103,038+237.5% | $90,324+285.0% | $152,909+127.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 20.23% | 95.25%-75.0pp | 78.15%-57.9pp | 345.46%-325.2pp |
| Employer contribution / active EE | $2,520 | $3,141-19.8% | $2,856-11.8% | $4,764-47.1% |
| Participant deferral / active EE | $9,500 | $4,282+121.9% | $3,885+144.5% | $5,851+62.4% |
| Admin fee / account holder | $31,186 | $6,177+404.9% | $5,356+482.3% | $11,601+168.8% |