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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 | $483,329 | $202,342+138.9% | $172,752+179.8% | $152,897+216.1% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 22.01% | 1029.83%-1007.8pp | 802.97%-781.0pp | 345.43%-323.4pp |
| Employer contribution / active EE | $1,945 | $5,858-66.8% | $5,144-62.2% | $4,764-59.2% |
| Participant deferral / active EE | $4,760 | $5,948-20.0% | $5,198-8.4% | $5,851-18.6% |
| Admin fee / account holder | $939 | $17,111-94.5% | $13,955-93.3% | $11,599-91.9% |