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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 | $260,652 | $108,701+139.8% | $74,723+248.8% | $152,909+70.5% |
| Participation rate | 15.4% | 65.4%-50.0pp | 54.5%-39.1pp | 82.5%-67.1pp |
| Annual return | 19.90% | 114.12%-94.2pp | 753.18%-733.3pp | 345.46%-325.6pp |
| Employer contribution / active EE | $382 | $1,504-74.6% | $1,084-64.8% | $4,764-92.0% |
| Participant deferral / active EE | $1,675 | $2,709-38.2% | $1,962-14.6% | $5,851-71.4% |
| Admin fee / account holder | $649 | $4,906-86.8% | $3,335-80.5% | $11,601-94.4% |