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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 | $321,015 | $202,345+58.6% | $172,755+85.8% | $152,885+110.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 18.92% | 1029.77%-1010.9pp | 802.94%-784.0pp | 345.39%-326.5pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,956 | $5,948+33.8% | $5,198+53.1% | $5,851+36.0% |
| Admin fee / account holder | $4,394 | $17,111-74.3% | $13,955-68.5% | $11,598-62.1% |