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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 | $276,685 | $125,190+121.0% | $105,624+162.0% | $145,897+89.6% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 10.85% | 225.22%-214.4pp | 116.20%-105.4pp | 552.29%-541.4pp |
| Employer contribution / active EE | $4,017 | $3,720+8.0% | $3,168+26.8% | $4,663-13.9% |
| Participant deferral / active EE | $9,065 | $5,716+58.6% | $5,013+80.8% | $6,689+35.5% |
| Admin fee / account holder | $536,537 | $17,138+3030.7% | $10,961+4794.8% | $13,390+3906.9% |