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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 | $290,882 | $149,040+95.2% | $120,225+141.9% | $137,256+111.9% |
| Participation rate | 40.0% | 75.4%-35.4pp | 69.6%-29.6pp | 80.0%-40.0pp |
| Annual return | 12.91% | 605.68%-592.8pp | 439.23%-426.3pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,700 | $4,350-60.9% | $3,475-51.1% | $4,156-59.1% |
| Participant deferral / active EE | $2,581 | $4,655-44.6% | $3,999-35.5% | $6,407-59.7% |
| Admin fee / account holder | $19,924 | $6,348+213.9% | $5,696+249.8% | $12,270+62.4% |