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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 | $348,140 | $114,093+205.1% | $96,171+262.0% | $167,536+107.8% |
| Participation rate | 7.1% | 75.1%-67.9pp | 68.4%-61.3pp | 82.1%-75.0pp |
| Annual return | 13.13% | 190.00%-176.9pp | 192.04%-178.9pp | 478.82%-465.7pp |
| Employer contribution / active EE | $478 | $3,429-86.1% | $2,799-82.9% | $4,839-90.1% |
| Participant deferral / active EE | $1,212 | $5,197-76.7% | $4,350-72.1% | $6,342-80.9% |
| Admin fee / account holder | $19,759 | $6,899+186.4% | $5,538+256.8% | $12,315+60.4% |