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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 | $301,393 | $111,814+169.5% | $93,654+221.8% | $145,959+106.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 10.84% | 203.30%-192.5pp | 133.34%-122.5pp | 561.95%-551.1pp |
| Employer contribution / active EE | $2,116 | $3,092-31.5% | $2,421-12.6% | $4,661-54.6% |
| Participant deferral / active EE | $9,347 | $4,914+90.2% | $4,413+111.8% | $6,689+39.7% |
| Admin fee / account holder | $2,512 | $10,246-75.5% | $8,282-69.7% | $13,398-81.3% |