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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 | $310,833 | $76,634+305.6% | $56,054+454.5% | $145,978+112.9% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 20.66% | 3004.33%-2983.7pp | 1705.95%-1685.3pp | 550.52%-529.9pp |
| Employer contribution / active EE | $1,151 | $1,380-16.6% | $1,039+10.7% | $4,662-75.3% |
| Participant deferral / active EE | $2,715 | $2,622+3.5% | $1,952+39.1% | $6,690-59.4% |
| Admin fee / account holder | $3,356 | $3,321+1.1% | $2,822+18.9% | $13,400-75.0% |