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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 | $271,830 | $96,643+181.3% | $86,617+213.8% | $139,456+94.9% |
| Participation rate | 30.8% | 74.4%-43.6pp | 71.7%-40.9pp | 80.3%-49.6pp |
| Annual return | 19.43% | 106.57%-87.1pp | 591.91%-572.5pp | 373.45%-354.0pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,228 | $4,835-33.2% | $4,437-27.2% | $6,711-51.9% |
| Admin fee / account holder | $19,950 | $6,406+211.4% | $5,613+255.4% | $11,407+74.9% |