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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 | $319,457 | $150,446+112.3% | $136,297+134.4% | $147,585+116.5% |
| Participation rate | 20.0% | 84.4%-64.4pp | 81.9%-61.9pp | 82.8%-62.8pp |
| Annual return | 18.51% | 1049.14%-1030.6pp | 5156.19%-5137.7pp | 578.58%-560.1pp |
| Employer contribution / active EE | $1,190 | $5,256-77.4% | $4,696-74.7% | $4,876-75.6% |
| Participant deferral / active EE | $9,117 | $6,631+37.5% | $6,247+45.9% | $5,439+67.6% |
| Admin fee / account holder | $8,208 | $10,906-24.7% | $9,244-11.2% | $10,886-24.6% |