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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 | $321,689 | $99,011+224.9% | $86,582+271.5% | $147,586+118.0% |
| Participation rate | 45.5% | 76.3%-30.9pp | 73.5%-28.1pp | 82.8%-37.4pp |
| Annual return | 19.57% | 1312.75%-1293.2pp | 965.08%-945.5pp | 578.59%-559.0pp |
| Employer contribution / active EE | $1,327 | $3,132-57.6% | $2,839-53.3% | $4,876-72.8% |
| Participant deferral / active EE | $4,823 | $3,972+21.4% | $3,609+33.6% | $5,439-11.3% |
| Admin fee / account holder | $3,211 | $5,709-43.8% | $4,904-34.5% | $10,886-70.5% |