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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 | $423,606 | $76,522+453.6% | $56,033+656.0% | $145,884+190.4% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 21.59% | 3014.28%-2992.7pp | 1711.38%-1689.8pp | 551.85%-530.3pp |
| Employer contribution / active EE | $1,104 | $1,382-20.1% | $1,041+6.1% | $4,662-76.3% |
| Participant deferral / active EE | $6,571 | $2,624+150.4% | $1,954+236.3% | $6,690-1.8% |
| Admin fee / account holder | $5,629 | $3,328+69.1% | $2,827+99.1% | $13,392-58.0% |