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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 | $487,122 | $202,345+140.7% | $172,755+182.0% | $152,885+218.6% |
| Participation rate | 45.5% | 87.1%-41.6pp | 82.6%-37.2pp | 82.5%-37.0pp |
| Annual return | 36.27% | 1029.77%-993.5pp | 802.94%-766.7pp | 345.39%-309.1pp |
| Employer contribution / active EE | $2,013 | $5,858-65.6% | $5,144-60.9% | $4,763-57.7% |
| Participant deferral / active EE | $4,832 | $5,948-18.8% | $5,198-7.0% | $5,851-17.4% |
| Admin fee / account holder | $1,957 | $17,111-88.6% | $13,955-86.0% | $11,598-83.1% |