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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 | $468,201 | $114,073+310.4% | $96,161+386.9% | $167,518+179.5% |
| Participation rate | 25.0% | 75.1%-50.1pp | 68.4%-43.4pp | 82.1%-57.1pp |
| Annual return | 23.98% | 189.95%-166.0pp | 192.01%-168.0pp | 478.71%-454.7pp |
| Employer contribution / active EE | $759 | $3,428-77.9% | $2,798-72.9% | $4,838-84.3% |
| Participant deferral / active EE | $3,777 | $5,195-27.3% | $4,349-13.2% | $6,342-40.5% |
| Admin fee / account holder | $356 | $6,899-94.8% | $5,538-93.6% | $12,312-97.1% |