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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 | $461,027 | $202,342+127.8% | $172,752+166.9% | $152,897+201.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 24.10% | 1029.83%-1005.7pp | 802.97%-778.9pp | 345.43%-321.3pp |
| Employer contribution / active EE | $4,026 | $5,858-31.3% | $5,144-21.7% | $4,764-15.5% |
| Participant deferral / active EE | $9,725 | $5,948+63.5% | $5,198+87.1% | $5,851+66.2% |
| Admin fee / account holder | $583 | $17,111-96.6% | $13,955-95.8% | $11,599-95.0% |