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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 | $312,893 | $202,345+54.6% | $172,755+81.1% | $152,885+104.7% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 23.58% | 1029.77%-1006.2pp | 802.94%-779.4pp | 345.39%-321.8pp |
| Employer contribution / active EE | $12,677 | $5,858+116.4% | $5,144+146.4% | $4,763+166.2% |
| Participant deferral / active EE | $12,500 | $5,948+110.1% | $5,198+140.5% | $5,851+113.6% |
| Admin fee / account holder | $3,647 | $17,111-78.7% | $13,955-73.9% | $11,598-68.6% |