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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 | $440,997 | $202,345+117.9% | $172,755+155.3% | $152,885+188.5% |
| Participation rate | 68.8% | 87.1%-18.3pp | 82.6%-13.9pp | 82.5%-13.7pp |
| Annual return | 18.67% | 1029.77%-1011.1pp | 802.94%-784.3pp | 345.39%-326.7pp |
| Employer contribution / active EE | $1,512 | $5,858-74.2% | $5,144-70.6% | $4,763-68.3% |
| Participant deferral / active EE | $3,858 | $5,948-35.1% | $5,198-25.8% | $5,851-34.1% |
| Admin fee / account holder | $2,519 | $17,111-85.3% | $13,955-81.9% | $11,598-78.3% |