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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 | $328,362 | $150,447+118.3% | $136,298+140.9% | $147,586+122.5% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 16.03% | 1049.15%-1033.1pp | 5156.27%-5140.2pp | 578.59%-562.6pp |
| Employer contribution / active EE | $3,840 | $5,256-26.9% | $4,696-18.2% | $4,876-21.2% |
| Participant deferral / active EE | $7,040 | $6,631+6.2% | $6,247+12.7% | $5,439+29.4% |
| Admin fee / account holder | $3,801 | $10,906-65.2% | $9,244-58.9% | $10,886-65.1% |