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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 | $331,659 | $96,691+243.0% | $86,656+282.7% | $139,487+137.8% |
| Participation rate | 66.7% | 74.4%-7.8pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 23.70% | 106.87%-83.2pp | 593.09%-569.4pp | 373.84%-350.1pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $15,000 | $4,838+210.1% | $4,439+237.9% | $6,713+123.5% |
| Admin fee / account holder | $1,381 | $6,414-78.5% | $5,619-75.4% | $11,407-87.9% |