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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 | $359,866 | $129,737+177.4% | $119,126+202.1% | $154,746+132.6% |
| Participation rate | 37.5% | 78.9%-41.4pp | 75.8%-38.3pp | 80.7%-43.2pp |
| Annual return | 13.69% | 379.08%-365.4pp | 282.11%-268.4pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,166 | $4,375-73.4% | $4,034-71.1% | $4,379-73.4% |
| Participant deferral / active EE | $7,739 | $5,842+32.5% | $5,318+45.5% | $6,730+15.0% |
| Admin fee / account holder | $342,745 | $11,961+2765.6% | $10,693+3105.3% | $14,365+2285.9% |