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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 | $311,860 | $150,447+107.3% | $136,298+128.8% | $147,586+111.3% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 15.60% | 1049.15%-1033.6pp | 5156.27%-5140.7pp | 578.59%-563.0pp |
| Employer contribution / active EE | $2,744 | $5,256-47.8% | $4,696-41.6% | $4,876-43.7% |
| Participant deferral / active EE | $13,807 | $6,631+108.2% | $6,247+121.0% | $5,439+153.9% |
| Admin fee / account holder | $1,331 | $10,906-87.8% | $9,244-85.6% | $10,886-87.8% |