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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 | $275,326 | $150,447+83.0% | $136,298+102.0% | $147,586+86.6% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 16.60% | 1049.15%-1032.6pp | 5156.27%-5139.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $942 | $5,256-82.1% | $4,696-79.9% | $4,876-80.7% |
| Participant deferral / active EE | $5,558 | $6,631-16.2% | $6,247-11.0% | $5,439+2.2% |
| Admin fee / account holder | $51,269 | $10,906+370.1% | $9,244+454.6% | $10,886+371.0% |