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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 | $405,968 | $180,466+125.0% | $154,114+163.4% | $135,382+199.9% |
| Participation rate | 35.7% | 87.4%-51.7pp | 83.0%-47.3pp | 82.6%-46.9pp |
| Annual return | -4.10% | 888.15%-892.3pp | 735.16%-739.3pp | 519.77%-523.9pp |
| Employer contribution / active EE | $1,531 | $6,035-74.6% | $5,298-71.1% | $4,779-68.0% |
| Participant deferral / active EE | $3,868 | $5,806-33.4% | $5,081-23.9% | $5,609-31.0% |
| Admin fee / account holder | $17,500 | $16,144+8.4% | $13,411+30.5% | $10,829+61.6% |