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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 | $258,386 | $202,342+27.7% | $172,752+49.6% | $152,897+69.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 21.19% | 1029.83%-1008.6pp | 802.97%-781.8pp | 345.43%-324.2pp |
| Employer contribution / active EE | $3,159 | $5,858-46.1% | $5,144-38.6% | $4,764-33.7% |
| Participant deferral / active EE | $9,557 | $5,948+60.7% | $5,198+83.9% | $5,851+63.3% |
| Admin fee / account holder | $12,152 | $17,111-29.0% | $13,955-12.9% | $11,599+4.8% |