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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 | $283,678 | $202,345+40.2% | $172,755+64.2% | $152,885+85.6% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 14.72% | 1029.77%-1015.0pp | 802.94%-788.2pp | 345.39%-330.7pp |
| Employer contribution / active EE | $3,645 | $5,858-37.8% | $5,144-29.1% | $4,763-23.5% |
| Participant deferral / active EE | $15,000 | $5,948+152.2% | $5,198+188.6% | $5,851+156.4% |
| Admin fee / account holder | $8,018 | $17,111-53.1% | $13,955-42.5% | $11,598-30.9% |