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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 | $252,053 | $176,077+43.1% | $159,455+58.1% | $167,518+50.5% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 29.26% | 331.83%-302.6pp | 263.63%-234.4pp | 478.71%-449.4pp |
| Employer contribution / active EE | $1,281 | $5,298-75.8% | $4,830-73.5% | $4,838-73.5% |
| Participant deferral / active EE | $6,013 | $7,751-22.4% | $7,353-18.2% | $6,342-5.2% |
| Admin fee / account holder | $1,340 | $12,556-89.3% | $10,800-87.6% | $12,312-89.1% |