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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 | $323,176 | $202,342+59.7% | $172,753+87.1% | $152,909+111.4% |
| Participation rate | 68.4% | 87.1%-18.6pp | 82.6%-14.2pp | 82.5%-14.0pp |
| Annual return | 20.69% | 1029.88%-1009.2pp | 803.00%-782.3pp | 345.46%-324.8pp |
| Employer contribution / active EE | $1,682 | $5,857-71.3% | $5,144-67.3% | $4,764-64.7% |
| Participant deferral / active EE | $4,515 | $5,948-24.1% | $5,198-13.1% | $5,851-22.8% |
| Admin fee / account holder | $18,422 | $17,112+7.7% | $13,956+32.0% | $11,601+58.8% |