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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 | $384,372 | $138,102+178.3% | $125,381+206.6% | $134,532+185.7% |
| Participation rate | 20.0% | 84.5%-64.5pp | 82.4%-62.4pp | 81.2%-61.2pp |
| Annual return | 1.34% | 750.73%-749.4pp | 572.31%-571.0pp | 418.27%-416.9pp |
| Employer contribution / active EE | $1,048 | $5,245-80.0% | $4,815-78.2% | $4,741-77.9% |
| Participant deferral / active EE | $5,400 | $7,801-30.8% | $7,448-27.5% | $6,401-15.6% |
| Admin fee / account holder | $13,700 | $11,568+18.4% | $10,007+36.9% | $11,429+19.9% |