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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 | $298,803 | $180,462+65.6% | $154,111+93.9% | $135,379+120.7% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -5.49% | 888.17%-893.7pp | 735.18%-740.7pp | 519.79%-525.3pp |
| Employer contribution / active EE | $1,459 | $6,036-75.8% | $5,298-72.5% | $4,779-69.5% |
| Participant deferral / active EE | $5,120 | $5,806-11.8% | $5,081+0.8% | $5,609-8.7% |
| Admin fee / account holder | $409 | $16,145-97.5% | $13,411-96.9% | $10,828-96.2% |