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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 | $290,882 | $234,190+24.2% | $180,320+61.3% | $198,609+46.5% |
| Participation rate | 40.0% | 77.1%-37.1pp | 71.5%-31.5pp | 82.4%-42.4pp |
| Annual return | 12.91% | 1057.44%-1044.5pp | 778.54%-765.6pp | 202.70%-189.8pp |
| Employer contribution / active EE | $1,700 | $5,258-67.7% | $4,108-58.6% | $5,055-66.4% |
| Participant deferral / active EE | $2,581 | $4,988-48.3% | $4,304-40.0% | $6,977-63.0% |
| Admin fee / account holder | $19,924 | $12,558+58.7% | $10,000+99.2% | $19,030+4.7% |