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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 | $250,707 | $150,447+66.6% | $136,298+83.9% | $147,586+69.9% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 26.20% | 1049.15%-1023.0pp | 5156.27%-5130.1pp | 578.59%-552.4pp |
| Employer contribution / active EE | $3,654 | $5,256-30.5% | $4,696-22.2% | $4,876-25.1% |
| Participant deferral / active EE | $5,438 | $6,631-18.0% | $6,247-13.0% | $5,4390% |
| Admin fee / account holder | $778 | $10,906-92.9% | $9,244-91.6% | $10,886-92.9% |