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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 | $289,238 | $107,363+169.4% | $92,909+211.3% | $152,897+89.2% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.5%-45.0pp |
| Annual return | 16.78% | 145.63%-128.8pp | 109.44%-92.7pp | 345.43%-328.6pp |
| Employer contribution / active EE | $2,350 | $4,222-44.3% | $3,653-35.7% | $4,764-50.7% |
| Participant deferral / active EE | $5,500 | $4,848+13.5% | $4,238+29.8% | $5,851-6.0% |
| Admin fee / account holder | $73,287 | $7,082+934.9% | $5,795+1164.6% | $11,599+531.8% |