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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 | $264,001 | $171,492+53.9% | $150,734+75.1% | $198,609+32.9% |
| Participation rate | 57.1% | 81.4%-24.3pp | 78.4%-21.3pp | 82.4%-25.2pp |
| Annual return | 13.87% | 804.70%-790.8pp | 600.81%-586.9pp | 202.70%-188.8pp |
| Employer contribution / active EE | $2,509 | $5,470-54.1% | $4,918-49.0% | $5,055-50.4% |
| Participant deferral / active EE | $15,810 | $6,259+152.6% | $5,610+181.8% | $6,977+126.6% |
| Admin fee / account holder | $223,614 | $17,628+1168.5% | $14,905+1400.2% | $19,030+1075.0% |