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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 | $301,037 | $202,342+48.8% | $172,752+74.3% | $152,897+96.9% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 27.50% | 1029.83%-1002.3pp | 802.97%-775.5pp | 345.43%-317.9pp |
| Employer contribution / active EE | $8,965 | $5,858+53.0% | $5,144+74.3% | $4,764+88.2% |
| Participant deferral / active EE | $7,881 | $5,948+32.5% | $5,198+51.6% | $5,851+34.7% |
| Admin fee / account holder | $17,304 | $17,111+1.1% | $13,955+24.0% | $11,599+49.2% |