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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 | $76,634+368.5% | $56,054+540.4% | $145,978+145.9% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 10.80% | 3004.33%-2993.5pp | 1705.95%-1695.1pp | 550.52%-539.7pp |
| Employer contribution / active EE | $23,000 | $1,380+1566.4% | $1,039+2113.7% | $4,662+393.4% |
| Participant deferral / active EE | $11,500 | $2,622+338.5% | $1,952+489.1% | $6,690+71.9% |
| Admin fee / account holder | $346 | $3,321-89.6% | $2,822-87.7% | $13,400-97.4% |