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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 | $109,967+156.4% | $97,197+190.1% | $145,877+93.3% |
| Participation rate | 50.0% | 76.0%-26.0pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 108.78% | 244.27%-135.5pp | 75.47%+33.3pp | 551.28%-442.5pp |
| Employer contribution / active EE | $658 | $3,077-78.6% | $2,723-75.8% | $4,663-85.9% |
| Participant deferral / active EE | $2,952 | $4,676-36.9% | $4,263-30.8% | $6,691-55.9% |
| Admin fee / account holder | $3,725 | $6,199-39.9% | $5,637-33.9% | $13,402-72.2% |