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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 | $506,281 | $150,447+236.5% | $136,298+271.5% | $147,586+243.0% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 14.58% | 1049.15%-1034.6pp | 5156.27%-5141.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $1,222 | $5,256-76.8% | $4,696-74.0% | $4,876-75.0% |
| Participant deferral / active EE | $6,530 | $6,631-1.5% | $6,247+4.5% | $5,439+20.1% |
| Admin fee / account holder | $15,961 | $10,906+46.3% | $9,244+72.7% | $10,886+46.6% |