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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 | $256,433 | $134,817+90.2% | $123,973+106.8% | $155,188+65.2% |
| Participation rate | 45.5% | 79.4%-33.9pp | 76.7%-31.2pp | 80.8%-35.3pp |
| Annual return | 16.00% | 515.49%-499.5pp | 388.13%-372.1pp | 148.84%-132.8pp |
| Employer contribution / active EE | $3,101 | $4,425-29.9% | $4,126-24.8% | $4,248-27.0% |
| Participant deferral / active EE | $7,050 | $5,706+23.5% | $5,247+34.4% | $6,531+7.9% |
| Admin fee / account holder | $205,883 | $13,245+1454.4% | $11,799+1644.9% | $14,480+1321.9% |