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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 | $303,249 | $150,445+101.6% | $136,297+122.5% | $147,585+105.5% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 21.15% | 1049.14%-1028.0pp | 5156.16%-5135.0pp | 578.57%-557.4pp |
| Employer contribution / active EE | $2,265 | $5,256-56.9% | $4,696-51.8% | $4,876-53.6% |
| Participant deferral / active EE | $12,891 | $6,631+94.4% | $6,247+106.3% | $5,439+137.0% |
| Admin fee / account holder | $2,758 | $10,906-74.7% | $9,244-70.2% | $10,885-74.7% |