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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 | $260,491 | $106,008+145.7% | $92,240+182.4% | $147,586+76.5% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 16.60% | 50.05%-33.4pp | 176.29%-159.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $1,417 | $4,333-67.3% | $3,680-61.5% | $4,876-70.9% |
| Participant deferral / active EE | $8,838 | $4,478+97.4% | $3,897+126.8% | $5,439+62.5% |
| Admin fee / account holder | $4,082 | $6,333-35.5% | $5,194-21.4% | $10,886-62.5% |