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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 | $274,441 | $123,750+121.8% | $69,611+294.2% | $145,877+88.1% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 16.07% | 192.03%-176.0pp | 101.14%-85.1pp | 551.28%-535.2pp |
| Employer contribution / active EE | $1,454 | $2,672-45.6% | $1,709-14.9% | $4,663-68.8% |
| Participant deferral / active EE | $9,750 | $4,243+129.8% | $2,891+237.3% | $6,691+45.7% |
| Admin fee / account holder | $2,103 | $7,817-73.1% | $4,696-55.2% | $13,402-84.3% |