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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 | $269,918 | $202,342+33.4% | $172,753+56.2% | $152,909+76.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 21.52% | 1029.88%-1008.4pp | 803.00%-781.5pp | 345.46%-323.9pp |
| Employer contribution / active EE | $9,000 | $5,857+53.7% | $5,144+75.0% | $4,764+88.9% |
| Participant deferral / active EE | $7,500 | $5,948+26.1% | $5,198+44.3% | $5,851+28.2% |
| Admin fee / account holder | $3,715 | $17,112-78.3% | $13,956-73.4% | $11,601-68.0% |