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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 | $276,302 | $202,345+36.6% | $172,755+59.9% | $152,885+80.7% |
| Participation rate | 46.2% | 87.1%-40.9pp | 82.6%-36.5pp | 82.5%-36.3pp |
| Annual return | 20.77% | 1029.77%-1009.0pp | 802.94%-782.2pp | 345.39%-324.6pp |
| Employer contribution / active EE | $1,292 | $5,858-77.9% | $5,144-74.9% | $4,763-72.9% |
| Participant deferral / active EE | $4,308 | $5,948-27.6% | $5,198-17.1% | $5,851-26.4% |
| Admin fee / account holder | $17,400 | $17,111+1.7% | $13,955+24.7% | $11,598+50.0% |