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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 | $565,614 | $202,342+179.5% | $172,753+227.4% | $152,909+269.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 13.43% | 1029.88%-1016.4pp | 803.00%-789.6pp | 345.46%-332.0pp |
| Employer contribution / active EE | $10,158 | $5,857+73.4% | $5,144+97.5% | $4,764+113.2% |
| Participant deferral / active EE | $8,400 | $5,948+41.2% | $5,198+61.6% | $5,851+43.6% |
| Admin fee / account holder | $16,539 | $17,112-3.3% | $13,956+18.5% | $11,601+42.6% |