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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 | $489,992 | $102,663+377.3% | $86,216+468.3% | $139,466+251.3% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 29.53% | 1924.52%-1895.0pp | 1169.42%-1139.9pp | 373.66%-344.1pp |
| Employer contribution / active EE | $13,815 | $3,035+355.2% | $2,382+480.1% | $4,754+190.6% |
| Participant deferral / active EE | $7,500 | $4,677+60.3% | $3,986+88.2% | $6,712+11.7% |
| Admin fee / account holder | $4,236 | $8,663-51.1% | $6,853-38.2% | $11,409-62.9% |