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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 | $293,281 | $80,812+262.9% | $160,784+82.4% | $82,448+255.7% |
| Participation rate | 58.5% | 66.2%-7.7pp | 77.0%-18.4pp | 68.1%-9.5pp |
| Annual return | 16.70% | 100.59%-83.9pp | 1803.92%-1787.2pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,752 | $4,335+32.7% | $6,293-8.6% | $4,139+39.0% |
| Admin fee / account holder | $17,944 | $7,695+133.2% | $9,717+84.7% | $7,234+148.0% |