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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 | $316,718 | $202,345+56.5% | $172,755+83.3% | $152,885+107.2% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 16.03% | 1029.77%-1013.7pp | 802.94%-786.9pp | 345.39%-329.4pp |
| Employer contribution / active EE | $2,674 | $5,858-54.4% | $5,144-48.0% | $4,763-43.9% |
| Participant deferral / active EE | $17,218 | $5,948+189.5% | $5,198+231.3% | $5,851+194.3% |
| Admin fee / account holder | $6,584 | $17,111-61.5% | $13,955-52.8% | $11,598-43.2% |