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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 | $591,904 | $202,345+192.5% | $172,755+242.6% | $152,885+287.2% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 18.00% | 1029.77%-1011.8pp | 802.94%-784.9pp | 345.39%-327.4pp |
| Employer contribution / active EE | $12,584 | $5,858+114.8% | $5,144+144.6% | $4,763+164.2% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $4,911 | $17,111-71.3% | $13,955-64.8% | $11,598-57.7% |