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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 | $445,124 | $202,342+120.0% | $172,752+157.7% | $152,897+191.1% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 27.93% | 1029.83%-1001.9pp | 802.97%-775.0pp | 345.43%-317.5pp |
| Employer contribution / active EE | $2,998 | $5,858-48.8% | $5,144-41.7% | $4,764-37.1% |
| Participant deferral / active EE | $6,010 | $5,948+1.0% | $5,198+15.6% | $5,851+2.7% |
| Admin fee / account holder | $2,532 | $17,111-85.2% | $13,955-81.9% | $11,599-78.2% |