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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 | $263,983 | $88,778+197.4% | $81,844+222.5% | $145,884+81.0% |
| Participation rate | 69.6% | 75.1%-5.5pp | 72.4%-2.8pp | 80.3%-10.7pp |
| Annual return | 19.89% | 1033.03%-1013.1pp | 778.87%-759.0pp | 551.85%-532.0pp |
| Employer contribution / active EE | $8,687 | $3,087+181.4% | $2,916+197.8% | $4,662+86.3% |
| Participant deferral / active EE | $8,638 | $4,648+85.8% | $4,323+99.8% | $6,690+29.1% |
| Admin fee / account holder | $6,503 | $8,430-22.9% | $7,355-11.6% | $13,392-51.4% |