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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 | $364,790 | $180,459+102.1% | $154,108+136.7% | $135,380+169.5% |
| Participation rate | 69.6% | 87.4%-17.9pp | 83.0%-13.5pp | 82.6%-13.1pp |
| Annual return | 18.01% | 888.21%-870.2pp | 735.21%-717.2pp | 519.81%-501.8pp |
| Employer contribution / active EE | $11,585 | $6,035+92.0% | $5,298+118.7% | $4,779+142.4% |
| Participant deferral / active EE | $5,891 | $5,806+1.5% | $5,081+16.0% | $5,609+5.0% |
| Admin fee / account holder | $91,955 | $16,145+469.6% | $13,411+585.6% | $10,828+749.2% |