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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 | $616,854 | $202,342+204.9% | $172,752+257.1% | $152,897+303.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 23.67% | 1029.83%-1006.2pp | 802.97%-779.3pp | 345.43%-321.8pp |
| Employer contribution / active EE | $2,736 | $5,858-53.3% | $5,144-46.8% | $4,764-42.6% |
| Participant deferral / active EE | $7,907 | $5,948+32.9% | $5,198+52.1% | $5,851+35.1% |
| Admin fee / account holder | $4,303 | $17,111-74.9% | $13,955-69.2% | $11,599-62.9% |