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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 | $288,933 | $202,342+42.8% | $172,753+67.3% | $152,909+89.0% |
| Participation rate | 69.2% | 87.1%-17.8pp | 82.6%-13.4pp | 82.5%-13.2pp |
| Annual return | 19.17% | 1029.88%-1010.7pp | 803.00%-783.8pp | 345.46%-326.3pp |
| Employer contribution / active EE | $2,489 | $5,857-57.5% | $5,144-51.6% | $4,764-47.8% |
| Participant deferral / active EE | $6,212 | $5,948+4.4% | $5,198+19.5% | $5,851+6.2% |
| Admin fee / account holder | $2,099 | $17,112-87.7% | $13,956-85.0% | $11,601-81.9% |