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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 | $394,085 | $84,741+365.0% | $75,731+420.4% | $167,553+135.2% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.8%-41.5pp | 82.1%-48.8pp |
| Annual return | 12.88% | 199.72%-186.8pp | 104.65%-91.8pp | 478.89%-466.0pp |
| Employer contribution / active EE | $4,567 | $3,230+41.4% | $2,743+66.5% | $4,840-5.6% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,343-100.0% |
| Admin fee / account holder | $21,495 | $5,361+301.0% | $3,620+493.8% | $12,316+74.5% |