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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 | $286,130 | $150,447+90.2% | $136,298+109.9% | $147,586+93.9% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | 17.30% | 1049.15%-1031.9pp | 5156.27%-5139.0pp | 578.59%-561.3pp |
| Employer contribution / active EE | $1,997 | $5,256-62.0% | $4,696-57.5% | $4,876-59.1% |
| Participant deferral / active EE | $6,325 | $6,631-4.6% | $6,247+1.2% | $5,439+16.3% |
| Admin fee / account holder | $1,816 | $10,906-83.3% | $9,244-80.4% | $10,886-83.3% |