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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 | $254,957 | $111,787+128.1% | $93,681+172.2% | $145,978+74.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 20.33% | 203.52%-183.2pp | 133.47%-113.1pp | 550.52%-530.2pp |
| Employer contribution / active EE | $2,175 | $3,093-29.7% | $2,422-10.2% | $4,662-53.3% |
| Participant deferral / active EE | $5,962 | $4,918+21.2% | $4,415+35.0% | $6,690-10.9% |
| Admin fee / account holder | $5,887 | $10,256-42.6% | $8,290-29.0% | $13,400-56.1% |