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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 | $399,984 | $90,606+341.5% | $79,466+403.3% | $135,379+195.5% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | 1.50% | 977.69%-976.2pp | 718.28%-716.8pp | 519.79%-518.3pp |
| Employer contribution / active EE | $3,151 | $3,068+2.7% | $2,800+12.5% | $4,779-34.1% |
| Participant deferral / active EE | $5,778 | $4,050+42.6% | $3,704+56.0% | $5,609+3.0% |
| Admin fee / account holder | $562 | $5,895-90.5% | $5,104-89.0% | $10,828-94.8% |