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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 | $259,060 | $76,522+238.5% | $56,033+362.3% | $145,884+77.6% |
| Participation rate | 45.5% | 63.2%-17.8pp | 52.5%-7.0pp | 80.3%-34.8pp |
| Annual return | 16.31% | 3014.28%-2998.0pp | 1711.38%-1695.1pp | 551.85%-535.5pp |
| Employer contribution / active EE | $1,048 | $1,382-24.2% | $1,041+0.6% | $4,662-77.5% |
| Participant deferral / active EE | $6,956 | $2,624+165.1% | $1,954+256.0% | $6,690+4.0% |
| Admin fee / account holder | $154,421 | $3,328+4539.6% | $2,827+5362.3% | $13,392+1053.1% |