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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 | $269,652 | $109,905+145.3% | $98,506+173.7% | $167,553+60.9% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 22.44% | 1960.20%-1937.8pp | 1494.92%-1472.5pp | 478.89%-456.5pp |
| Employer contribution / active EE | $5,407 | $3,226+67.6% | $2,961+82.6% | $4,840+11.7% |
| Participant deferral / active EE | $8,172 | $4,674+74.8% | $4,277+91.1% | $6,343+28.8% |
| Admin fee / account holder | $60,739 | $6,760+798.5% | $5,955+920.0% | $12,316+393.2% |