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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 | $284,845 | $150,446+89.3% | $136,297+109.0% | $147,585+93.0% |
| Participation rate | 44.4% | 84.4%-40.0pp | 81.9%-37.5pp | 82.8%-38.4pp |
| Annual return | 22.32% | 1049.14%-1026.8pp | 5156.19%-5133.9pp | 578.58%-556.3pp |
| Employer contribution / active EE | $2,670 | $5,256-49.2% | $4,696-43.1% | $4,876-45.2% |
| Participant deferral / active EE | $9,079 | $6,631+36.9% | $6,247+45.3% | $5,439+66.9% |
| Admin fee / account holder | $1,297 | $10,906-88.1% | $9,244-86.0% | $10,886-88.1% |