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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 | $299,005 | $72,071+314.9% | $68,368+337.3% | $137,256+117.8% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 0.00% | 353.14%-353.1pp | 292.57%-292.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,253 | $2,788-55.1% | $2,649-52.7% | $4,156-69.9% |
| Participant deferral / active EE | $4,384 | $4,410-0.6% | $4,123+6.3% | $6,407-31.6% |
| Admin fee / account holder | $1,050 | $5,336-80.3% | $5,150-79.6% | $12,270-91.4% |