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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 | $268,685 | $103,038+160.8% | $90,324+197.5% | $152,909+75.7% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.5%-20.0pp |
| Annual return | 19.66% | 95.25%-75.6pp | 78.15%-58.5pp | 345.46%-325.8pp |
| Employer contribution / active EE | $6,611 | $3,141+110.5% | $2,856+131.5% | $4,764+38.8% |
| Participant deferral / active EE | $10,490 | $4,282+145.0% | $3,885+170.0% | $5,851+79.3% |
| Admin fee / account holder | $132,798 | $6,177+2049.8% | $5,356+2379.6% | $11,601+1044.7% |