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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 | $293,672 | $90,606+224.1% | $79,466+269.6% | $135,379+116.9% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | 44.41% | 977.69%-933.3pp | 718.28%-673.9pp | 519.79%-475.4pp |
| Employer contribution / active EE | $1,530 | $3,068-50.1% | $2,800-45.4% | $4,779-68.0% |
| Participant deferral / active EE | $3,887 | $4,050-4.0% | $3,704+4.9% | $5,609-30.7% |
| Admin fee / account holder | $183,399 | $5,895+3011.2% | $5,104+3493.2% | $10,828+1593.8% |