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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 | $281,945 | $109,904+156.5% | $97,167+190.2% | $145,959+93.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 108.78% | 243.43%-134.6pp | 75.27%+33.5pp | 561.95%-453.2pp |
| Employer contribution / active EE | $658 | $3,084-78.7% | $2,729-75.9% | $4,661-85.9% |
| Participant deferral / active EE | $2,952 | $4,676-36.9% | $4,264-30.8% | $6,689-55.9% |
| Admin fee / account holder | $3,725 | $6,216-40.1% | $5,650-34.1% | $13,398-72.2% |