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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 | $287,796 | $152,612+88.6% | $125,192+129.9% | $152,897+88.2% |
| Participation rate | 33.3% | 83.3%-50.0pp | 79.8%-46.4pp | 82.5%-49.1pp |
| Annual return | 19.10% | 54.85%-35.7pp | 43.79%-24.7pp | 345.43%-326.3pp |
| Employer contribution / active EE | $12,333 | $4,947+149.3% | $3,866+219.0% | $4,764+158.9% |
| Participant deferral / active EE | $8,333 | $5,868+42.0% | $4,937+68.8% | $5,851+42.4% |
| Admin fee / account holder | $154,664 | $13,437+1051.0% | $9,704+1493.8% | $11,599+1233.4% |