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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 | $271,659 | $150,447+80.6% | $136,298+99.3% | $147,586+84.1% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 17.41% | 1049.15%-1031.7pp | 5156.27%-5138.9pp | 578.59%-561.2pp |
| Employer contribution / active EE | $2,778 | $5,256-47.2% | $4,696-40.8% | $4,876-43.0% |
| Participant deferral / active EE | $5,714 | $6,631-13.8% | $6,247-8.5% | $5,439+5.1% |
| Admin fee / account holder | $1,053 | $10,906-90.3% | $9,244-88.6% | $10,886-90.3% |