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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 | $265,535 | $76,785+245.8% | $56,441+370.5% | $145,959+81.9% |
| Participation rate | 41.2% | 63.2%-22.1pp | 52.5%-11.3pp | 80.3%-39.1pp |
| Annual return | 19.84% | 3000.51%-2980.7pp | 1704.21%-1684.4pp | 561.95%-542.1pp |
| Employer contribution / active EE | $1,494 | $1,381+8.2% | $1,039+43.8% | $4,661-67.9% |
| Participant deferral / active EE | $4,571 | $2,624+74.2% | $1,953+134.0% | $6,689-31.7% |
| Admin fee / account holder | $346 | $3,334-89.6% | $2,829-87.8% | $13,398-97.4% |