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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 | $301,814 | $96,643+212.3% | $86,617+248.4% | $139,456+116.4% |
| Participation rate | 26.7% | 74.4%-47.7pp | 71.7%-45.0pp | 80.3%-53.7pp |
| Annual return | 13.16% | 106.57%-93.4pp | 591.91%-578.7pp | 373.45%-360.3pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $960 | $4,835-80.1% | $4,437-78.4% | $6,711-85.7% |
| Admin fee / account holder | $6,685 | $6,406+4.4% | $5,613+19.1% | $11,407-41.4% |