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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 | $351,799 | $138,078+154.8% | $125,363+180.6% | $134,509+161.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | 63.09% | 750.49%-687.4pp | 572.15%-509.1pp | 418.13%-355.0pp |
| Employer contribution / active EE | $6,100 | $5,245+16.3% | $4,815+26.7% | $4,741+28.7% |
| Participant deferral / active EE | $13,500 | $7,800+73.1% | $7,447+81.3% | $6,400+110.9% |
| Admin fee / account holder | $2,964 | $11,566-74.4% | $10,005-70.4% | $11,427-74.1% |