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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 | $532,500 | $148,582+258.4% | $135,942+291.7% | $139,456+281.8% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 18.75% | 79.26%-60.5pp | 68.28%-49.5pp | 373.45%-354.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8,825 | $8,101+8.9% | $7,759+13.7% | $6,711+31.5% |
| Admin fee / account holder | $301,984 | $12,402+2334.9% | $10,764+2705.5% | $11,407+2547.4% |