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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 | $445,872 | $138,076+222.9% | $123,553+260.9% | $135,380+229.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 2.27% | 153.70%-151.4pp | 119.21%-116.9pp | 519.81%-517.5pp |
| Employer contribution / active EE | $7,169 | $5,152+39.2% | $4,628+54.9% | $4,779+50.0% |
| Participant deferral / active EE | $12,632 | $6,800+85.8% | $6,426+96.6% | $5,609+125.2% |
| Admin fee / account holder | $38,256 | $10,917+250.4% | $9,284+312.0% | $10,828+253.3% |