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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 | $270,454 | $160,040+69.0% | $147,096+83.9% | $145,877+85.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 11.64% | 98.49%-86.9pp | 419.75%-408.1pp | 551.28%-539.6pp |
| Employer contribution / active EE | $1,095 | $5,289-79.3% | $4,936-77.8% | $4,663-76.5% |
| Participant deferral / active EE | $4,130 | $8,429-51.0% | $8,071-48.8% | $6,691-38.3% |
| Admin fee / account holder | $47,343 | $15,050+214.6% | $13,005+264.0% | $13,402+253.2% |