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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 | $553,054 | $76,519+622.8% | $56,025+887.1% | $145,897+279.1% |
| Participation rate | 9.1% | 63.2%-54.1pp | 52.5%-43.4pp | 80.3%-71.2pp |
| Annual return | 12.72% | 3017.03%-3004.3pp | 1712.69%-1700.0pp | 552.29%-539.6pp |
| Employer contribution / active EE | $142 | $1,383-89.7% | $1,042-86.4% | $4,663-97.0% |
| Participant deferral / active EE | $1,182 | $2,624-55.0% | $1,955-39.5% | $6,689-82.3% |
| Admin fee / account holder | $4,550 | $3,331+36.6% | $2,828+60.9% | $13,390-66.0% |