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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 | $76,519+259.2% | $56,025+390.6% | $145,897+88.4% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 24.35% | 3017.03%-2992.7pp | 1712.69%-1688.3pp | 552.29%-527.9pp |
| Employer contribution / active EE | $970 | $1,383-29.9% | $1,042-6.8% | $4,663-79.2% |
| Participant deferral / active EE | $3,139 | $2,624+19.6% | $1,955+60.6% | $6,689-53.1% |
| Admin fee / account holder | $3,320 | $3,331-0.3% | $2,828+17.4% | $13,390-75.2% |