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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 | $254,586 | $202,345+25.8% | $172,755+47.4% | $152,885+66.5% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 21.67% | 1029.77%-1008.1pp | 802.94%-781.3pp | 345.39%-323.7pp |
| Employer contribution / active EE | $2,063 | $5,858-64.8% | $5,144-59.9% | $4,763-56.7% |
| Participant deferral / active EE | $10,866 | $5,948+82.7% | $5,198+109.0% | $5,851+85.7% |
| Admin fee / account holder | $2,311 | $17,111-86.5% | $13,955-83.4% | $11,598-80.1% |