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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 | $256,061 | $106,005+141.6% | $92,239+177.6% | $147,585+73.5% |
| Participation rate | 25.0% | 80.4%-55.4pp | 76.5%-51.5pp | 82.8%-57.8pp |
| Annual return | 20.13% | 50.05%-29.9pp | 176.29%-156.2pp | 578.58%-558.5pp |
| Employer contribution / active EE | $885 | $4,333-79.6% | $3,680-75.9% | $4,876-81.9% |
| Participant deferral / active EE | $1,647 | $4,478-63.2% | $3,897-57.7% | $5,439-69.7% |
| Admin fee / account holder | $6,349 | $6,333+0.2% | $5,194+22.2% | $10,886-41.7% |