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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 | $412,047 | $76,519+438.5% | $56,025+635.5% | $145,897+182.4% |
| Participation rate | 16.7% | 63.2%-46.6pp | 52.5%-35.8pp | 80.3%-63.6pp |
| Annual return | 11.19% | 3017.03%-3005.8pp | 1712.69%-1701.5pp | 552.29%-541.1pp |
| Employer contribution / active EE | $2,509 | $1,383+81.3% | $1,042+140.8% | $4,663-46.2% |
| Participant deferral / active EE | $3,544 | $2,624+35.0% | $1,955+81.3% | $6,689-47.0% |
| Admin fee / account holder | $582 | $3,331-82.5% | $2,828-79.4% | $13,390-95.7% |