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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 | $290,246 | $112,112+158.9% | $95,956+202.5% | $158,950+82.6% |
| Participation rate | 25.0% | 79.0%-54.0pp | 77.1%-52.1pp | 82.0%-57.0pp |
| Annual return | 41.97% | 171.15%-129.2pp | 91.63%-49.7pp | 302.91%-260.9pp |
| Employer contribution / active EE | $649 | $3,199-79.7% | $2,541-74.5% | $4,762-86.4% |
| Participant deferral / active EE | $2,512 | $4,784-47.5% | $4,167-39.7% | $5,983-58.0% |
| Admin fee / account holder | $89,540 | $10,134+783.5% | $6,797+1217.4% | $11,248+696.0% |