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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 | $264,912 | $103,000+157.2% | $90,300+193.4% | $152,885+73.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 18.57% | 95.19%-76.6pp | 78.11%-59.5pp | 345.39%-326.8pp |
| Employer contribution / active EE | $24,302 | $3,138+674.3% | $2,854+751.5% | $4,763+410.2% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,681 | $6,173+56.8% | $5,353+80.9% | $11,598-16.5% |