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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 | $534,952 | $209,847+154.9% | $189,520+182.3% | $167,518+219.3% |
| Participation rate | 69.2% | 88.7%-19.4pp | 87.8%-18.6pp | 82.1%-12.9pp |
| Annual return | 26.96% | 748.45%-721.5pp | 555.25%-528.3pp | 478.71%-451.7pp |
| Employer contribution / active EE | $2,338 | $6,913-66.2% | $6,161-62.1% | $4,838-51.7% |
| Participant deferral / active EE | $9,082 | $8,934+1.7% | $8,220+10.5% | $6,342+43.2% |
| Admin fee / account holder | $819 | $14,295-94.3% | $12,046-93.2% | $12,312-93.3% |