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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 | $264,006 | $155,833+69.4% | $124,693+111.7% | $167,536+57.6% |
| Participation rate | 63.6% | 81.1%-17.5pp | 74.6%-11.0pp | 82.1%-18.5pp |
| Annual return | 13.30% | 17.98%-4.7pp | 5144.19%-5130.9pp | 478.82%-465.5pp |
| Employer contribution / active EE | $2,782 | $4,164-33.2% | $3,324-16.3% | $4,839-42.5% |
| Participant deferral / active EE | $5,914 | $5,675+4.2% | $4,615+28.2% | $6,342-6.7% |
| Admin fee / account holder | $119,283 | $9,534+1151.2% | $7,494+1491.7% | $12,315+868.6% |