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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 | $76,608+258.8% | $56,077+390.1% | $145,877+88.4% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 24.35% | 3009.59%-2985.2pp | 1709.28%-1684.9pp | 551.28%-526.9pp |
| Employer contribution / active EE | $970 | $1,382-29.8% | $1,040-6.7% | $4,663-79.2% |
| Participant deferral / active EE | $3,139 | $2,624+19.6% | $1,954+60.6% | $6,691-53.1% |
| Admin fee / account holder | $3,320 | $3,325-0.2% | $2,825+17.5% | $13,402-75.2% |