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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 | $274,862 | $76,785+258.0% | $56,441+387.0% | $145,959+88.3% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 24.35% | 3000.51%-2976.2pp | 1704.21%-1679.9pp | 561.95%-537.6pp |
| Employer contribution / active EE | $970 | $1,381-29.7% | $1,039-6.6% | $4,661-79.2% |
| Participant deferral / active EE | $3,139 | $2,624+19.6% | $1,953+60.7% | $6,689-53.1% |
| Admin fee / account holder | $3,320 | $3,334-0.4% | $2,829+17.3% | $13,398-75.2% |