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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 | $256,770 | $129,737+97.9% | $119,126+115.5% | $154,746+65.9% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 18.90% | 379.08%-360.2pp | 282.11%-263.2pp | 172.34%-153.4pp |
| Employer contribution / active EE | $2,022 | $4,375-53.8% | $4,034-49.9% | $4,379-53.8% |
| Participant deferral / active EE | $7,178 | $5,842+22.9% | $5,318+35.0% | $6,730+6.7% |
| Admin fee / account holder | $128,703 | $11,961+976.1% | $10,693+1103.6% | $14,365+795.9% |