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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 | $499,538 | $202,345+146.9% | $172,755+189.2% | $152,885+226.7% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 29.03% | 1029.77%-1000.7pp | 802.94%-773.9pp | 345.39%-316.4pp |
| Employer contribution / active EE | $2,485 | $5,858-57.6% | $5,144-51.7% | $4,763-47.8% |
| Participant deferral / active EE | $11,099 | $5,948+86.6% | $5,198+113.5% | $5,851+89.7% |
| Admin fee / account holder | $3,950 | $17,111-76.9% | $13,955-71.7% | $11,598-65.9% |