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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 | $341,697 | $202,342+68.9% | $172,752+97.8% | $152,897+123.5% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 21.58% | 1029.83%-1008.3pp | 802.97%-781.4pp | 345.43%-323.9pp |
| Employer contribution / active EE | $2,206 | $5,858-62.3% | $5,144-57.1% | $4,764-53.7% |
| Participant deferral / active EE | $5,887 | $5,948-1.0% | $5,198+13.3% | $5,851+0.6% |
| Admin fee / account holder | $2,669 | $17,111-84.4% | $13,955-80.9% | $11,599-77.0% |