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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 | $460,884 | $103,008+347.4% | $90,304+410.4% | $152,897+201.4% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 30.81% | 95.22%-64.4pp | 78.13%-47.3pp | 345.43%-314.6pp |
| Employer contribution / active EE | $2,912 | $3,139-7.2% | $2,855+2.0% | $4,764-38.9% |
| Participant deferral / active EE | $8,333 | $4,281+94.6% | $3,885+114.5% | $5,851+42.4% |
| Admin fee / account holder | $5,180 | $6,175-16.1% | $5,354-3.2% | $11,599-55.3% |