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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 | $272,301 | $177,353+53.5% | $158,226+72.1% | $198,609+37.1% |
| Participation rate | 50.0% | 77.0%-27.0pp | 74.8%-24.8pp | 82.4%-32.4pp |
| Annual return | 17.91% | 599.50%-581.6pp | 501.41%-483.5pp | 202.70%-184.8pp |
| Employer contribution / active EE | $2,368 | $3,239-26.9% | $2,986-20.7% | $5,055-53.2% |
| Participant deferral / active EE | $11,750 | $4,615+154.6% | $4,317+172.2% | $6,977+68.4% |
| Admin fee / account holder | $32,477 | $10,960+196.3% | $10,217+217.9% | $19,030+70.7% |