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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 | $736,268 | $202,342+263.9% | $172,753+326.2% | $152,909+381.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 23.90% | 1029.88%-1006.0pp | 803.00%-779.1pp | 345.46%-321.6pp |
| Employer contribution / active EE | $36,533 | $5,857+523.7% | $5,144+610.2% | $4,764+666.9% |
| Participant deferral / active EE | $22,000 | $5,948+269.9% | $5,198+323.3% | $5,851+276.0% |
| Admin fee / account holder | $9,612 | $17,112-43.8% | $13,956-31.1% | $11,601-17.1% |