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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 | $273,808 | $129,959+110.7% | $104,301+162.5% | $134,509+103.6% |
| Participation rate | 33.3% | 79.5%-46.2pp | 73.3%-39.9pp | 81.2%-47.9pp |
| Annual return | 139.21% | 42.04%+97.2pp | 24.61%+114.6pp | 418.13%-278.9pp |
| Employer contribution / active EE | $1,350 | $4,185-67.8% | $3,373-60.0% | $4,741-71.5% |
| Participant deferral / active EE | $6,333 | $5,589+13.3% | $4,626+36.9% | $6,400-1.0% |
| Admin fee / account holder | $641 | $9,325-93.1% | $7,340-91.3% | $11,427-94.4% |