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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 | $271,007 | $202,342+33.9% | $172,752+56.9% | $152,897+77.2% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 25.96% | 1029.83%-1003.9pp | 802.97%-777.0pp | 345.43%-319.5pp |
| Employer contribution / active EE | $2,976 | $5,858-49.2% | $5,144-42.2% | $4,764-37.5% |
| Participant deferral / active EE | $6,487 | $5,948+9.1% | $5,198+24.8% | $5,851+10.9% |
| Admin fee / account holder | $13,251 | $17,111-22.6% | $13,955-5.0% | $11,599+14.2% |