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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 | $266,231 | $106,008+151.1% | $92,240+188.6% | $147,586+80.4% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 16.84% | 50.05%-33.2pp | 176.29%-159.5pp | 578.59%-561.8pp |
| Employer contribution / active EE | $2,101 | $4,333-51.5% | $3,680-42.9% | $4,876-56.9% |
| Participant deferral / active EE | $9,000 | $4,478+101.0% | $3,897+130.9% | $5,439+65.5% |
| Admin fee / account holder | $967 | $6,333-84.7% | $5,194-81.4% | $10,886-91.1% |