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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 | $129,737+103.5% | $119,126+121.6% | $154,746+70.6% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 13.87% | 379.08%-365.2pp | 282.11%-268.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | $2,509 | $4,375-42.6% | $4,034-37.8% | $4,379-42.7% |
| Participant deferral / active EE | $15,810 | $5,842+170.6% | $5,318+197.3% | $6,730+134.9% |
| Admin fee / account holder | $223,614 | $11,961+1769.6% | $10,693+1991.2% | $14,365+1456.6% |