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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 | $344,367 | $76,608+349.5% | $56,077+514.1% | $145,877+136.1% |
| Participation rate | 5.6% | 63.2%-57.7pp | 52.5%-46.9pp | 80.3%-74.7pp |
| Annual return | 5.57% | 3009.59%-3004.0pp | 1709.28%-1703.7pp | 551.28%-545.7pp |
| Employer contribution / active EE | $139 | $1,382-90.0% | $1,040-86.7% | $4,663-97.0% |
| Participant deferral / active EE | $1,611 | $2,624-38.6% | $1,954-17.6% | $6,691-75.9% |
| Admin fee / account holder | $1,794 | $3,325-46.0% | $2,825-36.5% | $13,402-86.6% |