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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 | $251,238 | $102,624+144.8% | $86,200+191.5% | $139,427+80.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 14.44% | 1922.69%-1908.2pp | 1168.58%-1154.1pp | 373.27%-358.8pp |
| Employer contribution / active EE | $0 | $3,033-100.0% | $2,381-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $9,237 | $4,676+97.5% | $3,986+131.8% | $6,711+37.6% |
| Admin fee / account holder | $16,560 | $8,658+91.3% | $6,853+141.7% | $11,404+45.2% |