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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 | $315,984 | $202,345+56.2% | $172,755+82.9% | $152,885+106.7% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 27.17% | 1029.77%-1002.6pp | 802.94%-775.8pp | 345.39%-318.2pp |
| Employer contribution / active EE | $2,193 | $5,858-62.6% | $5,144-57.4% | $4,763-54.0% |
| Participant deferral / active EE | $4,650 | $5,948-21.8% | $5,198-10.5% | $5,851-20.5% |
| Admin fee / account holder | $14,649 | $17,111-14.4% | $13,955+5.0% | $11,598+26.3% |