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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 | $280,524 | $96,691+190.1% | $86,656+223.7% | $139,487+101.1% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 23.48% | 106.87%-83.4pp | 593.09%-569.6pp | 373.84%-350.4pp |
| Employer contribution / active EE | $1,052 | $3,267-67.8% | $3,025-65.2% | $4,755-77.9% |
| Participant deferral / active EE | $5,747 | $4,838+18.8% | $4,439+29.5% | $6,713-14.4% |
| Admin fee / account holder | $657 | $6,414-89.8% | $5,619-88.3% | $11,407-94.2% |