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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 | $262,973 | $76,522+243.7% | $56,033+369.3% | $145,884+80.3% |
| Participation rate | 21.4% | 63.2%-41.8pp | 52.5%-31.1pp | 80.3%-58.9pp |
| Annual return | 8.75% | 3014.28%-3005.5pp | 1711.38%-1702.6pp | 551.85%-543.1pp |
| Employer contribution / active EE | $206 | $1,382-85.1% | $1,041-80.2% | $4,662-95.6% |
| Participant deferral / active EE | $3,375 | $2,624+28.6% | $1,954+72.7% | $6,690-49.5% |
| Admin fee / account holder | $3,452 | $3,328+3.7% | $2,827+22.1% | $13,392-74.2% |