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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 | $374,514 | $160,028+134.0% | $147,080+154.6% | $145,884+156.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 23.19% | 98.60%-75.4pp | 420.17%-397.0pp | 551.85%-528.7pp |
| Employer contribution / active EE | $3,000 | $5,286-43.2% | $4,933-39.2% | $4,662-35.7% |
| Participant deferral / active EE | $4,500 | $8,422-46.6% | $8,066-44.2% | $6,690-32.7% |
| Admin fee / account holder | $103,415 | $15,030+588.1% | $12,989+696.2% | $13,392+672.2% |