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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 | $352,125 | $171,492+105.3% | $150,734+133.6% | $198,609+77.3% |
| Participation rate | 60.0% | 81.4%-21.4pp | 78.4%-18.4pp | 82.4%-22.4pp |
| Annual return | 13.24% | 804.70%-791.5pp | 600.81%-587.6pp | 202.70%-189.5pp |
| Employer contribution / active EE | $2,014 | $5,470-63.2% | $4,918-59.0% | $5,055-60.2% |
| Participant deferral / active EE | $4,116 | $6,259-34.2% | $5,610-26.6% | $6,977-41.0% |
| Admin fee / account holder | $96,591 | $17,628+447.9% | $14,905+548.0% | $19,030+407.6% |