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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 | $290,421 | $150,447+93.0% | $136,298+113.1% | $147,586+96.8% |
| Participation rate | 52.9% | 84.4%-31.5pp | 81.9%-29.0pp | 82.8%-29.9pp |
| Annual return | 11.35% | 1049.15%-1037.8pp | 5156.27%-5144.9pp | 578.59%-567.2pp |
| Employer contribution / active EE | $1,312 | $5,256-75.0% | $4,696-72.1% | $4,876-73.1% |
| Participant deferral / active EE | $5,514 | $6,631-16.8% | $6,247-11.7% | $5,439+1.4% |
| Admin fee / account holder | $37,659 | $10,906+245.3% | $9,244+307.4% | $10,886+245.9% |