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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 | $395,544 | $150,447+162.9% | $136,298+190.2% | $147,586+168.0% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 24.02% | 1049.15%-1025.1pp | 5156.27%-5132.3pp | 578.59%-554.6pp |
| Employer contribution / active EE | $23,926 | $5,256+355.2% | $4,696+409.5% | $4,876+390.6% |
| Participant deferral / active EE | $17,000 | $6,631+156.4% | $6,247+172.1% | $5,439+212.6% |
| Admin fee / account holder | $13,959 | $10,906+28.0% | $9,244+51.0% | $10,886+28.2% |