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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 | $407,358 | $171,867+137.0% | $149,721+172.1% | $147,586+176.0% |
| Participation rate | 44.4% | 88.2%-43.7pp | 87.1%-42.6pp | 82.8%-38.4pp |
| Annual return | 16.34% | 2113.36%-2097.0pp | 1501.67%-1485.3pp | 578.59%-562.3pp |
| Employer contribution / active EE | $2,078 | $6,275-66.9% | $5,444-61.8% | $4,876-57.4% |
| Participant deferral / active EE | $3,544 | $7,270-51.2% | $6,568-46.0% | $5,439-34.8% |
| Admin fee / account holder | $2,974 | $13,799-78.4% | $11,282-73.6% | $10,886-72.7% |