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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 | $358,997 | $76,522+369.1% | $56,033+540.7% | $145,884+146.1% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 10.80% | 3014.28%-3003.5pp | 1711.38%-1700.6pp | 551.85%-541.0pp |
| Employer contribution / active EE | $23,000 | $1,382+1563.9% | $1,041+2109.6% | $4,662+393.3% |
| Participant deferral / active EE | $11,500 | $2,624+338.3% | $1,954+488.5% | $6,690+71.9% |
| Admin fee / account holder | $346 | $3,328-89.6% | $2,827-87.8% | $13,392-97.4% |