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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 | $381,798 | $150,442+153.8% | $136,295+180.1% | $147,585+158.7% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 14.91% | 1049.09%-1034.2pp | 5155.97%-5141.1pp | 578.56%-563.7pp |
| Employer contribution / active EE | $933 | $5,256-82.2% | $4,695-80.1% | $4,876-80.9% |
| Participant deferral / active EE | $8,000 | $6,630+20.7% | $6,247+28.1% | $5,439+47.1% |
| Admin fee / account holder | $1,095 | $10,905-90.0% | $9,243-88.2% | $10,885-89.9% |