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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 | $111,830+169.5% | $93,696+221.7% | $145,884+106.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 10.84% | 204.08%-193.2pp | 133.74%-122.9pp | 551.85%-541.0pp |
| Employer contribution / active EE | $2,116 | $3,093-31.6% | $2,422-12.6% | $4,662-54.6% |
| Participant deferral / active EE | $9,347 | $4,920+90.0% | $4,417+111.6% | $6,690+39.7% |
| Admin fee / account holder | $2,512 | $10,249-75.5% | $8,287-69.7% | $13,392-81.2% |