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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 | $451,355 | $176,077+156.3% | $159,455+183.1% | $167,518+169.4% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 15.49% | 331.83%-316.3pp | 263.63%-248.1pp | 478.71%-463.2pp |
| Employer contribution / active EE | $2,548 | $5,298-51.9% | $4,830-47.2% | $4,838-47.3% |
| Participant deferral / active EE | $5,154 | $7,751-33.5% | $7,353-29.9% | $6,342-18.7% |
| Admin fee / account holder | $5,168 | $12,556-58.8% | $10,800-52.2% | $12,312-58.0% |