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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 | $260,974 | $60,139+333.9% | $90,461+188.5% | $79,856+226.8% |
| Participation rate | 44.1% | 65.0%-20.9pp | 72.7%-28.6pp | 69.6%-25.5pp |
| Annual return | 13.93% | 71.96%-58.0pp | 1294.76%-1280.8pp | 31.71%-17.8pp |
| Employer contribution / active EE | $15,630 | $2,069+655.5% | $3,264+378.9% | $2,471+532.5% |
| Participant deferral / active EE | $5,040 | $2,939+71.5% | $3,964+27.1% | $3,741+34.7% |
| Admin fee / account holder | $12,988 | $3,978+226.5% | $5,617+131.2% | $5,306+144.8% |