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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 | $337,883 | $185,883+81.8% | $170,043+98.7% | $139,466+142.3% |
| Participation rate | 33.3% | 87.8%-54.4pp | 87.0%-53.7pp | 80.3%-47.0pp |
| Annual return | 3151.72% | 60.54%+3091.2pp | 53.40%+3098.3pp | 373.66%+2778.1pp |
| Employer contribution / active EE | $4,400 | $7,596-42.1% | $6,790-35.2% | $4,754-7.4% |
| Participant deferral / active EE | $6,676 | $11,626-42.6% | $10,410-35.9% | $6,712-0.5% |
| Admin fee / account holder | $854 | $15,393-94.5% | $12,824-93.3% | $11,409-92.5% |