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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 | $321,805 | $80,812+298.2% | $160,784+100.1% | $82,448+290.3% |
| Participation rate | 60.4% | 66.2%-5.8pp | 77.0%-16.5pp | 68.1%-7.6pp |
| Annual return | 13.97% | 100.59%-86.6pp | 1803.92%-1789.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,633 | $4,335+76.1% | $6,293+21.3% | $4,139+84.4% |
| Admin fee / account holder | $13,566 | $7,695+76.3% | $9,717+39.6% | $7,234+87.5% |