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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 | $278,385 | $96,691+187.9% | $86,656+221.3% | $139,487+99.6% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 14.93% | 106.87%-91.9pp | 593.09%-578.2pp | 373.84%-358.9pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $11,250 | $4,838+132.5% | $4,439+153.4% | $6,713+67.6% |
| Admin fee / account holder | $6,221 | $6,414-3.0% | $5,619+10.7% | $11,407-45.5% |