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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 | $463,510 | $202,342+129.1% | $172,752+168.3% | $152,897+203.2% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 27.82% | 1029.83%-1002.0pp | 802.97%-775.2pp | 345.43%-317.6pp |
| Employer contribution / active EE | $2,325 | $5,858-60.3% | $5,144-54.8% | $4,764-51.2% |
| Participant deferral / active EE | $3,908 | $5,948-34.3% | $5,198-24.8% | $5,851-33.2% |
| Admin fee / account holder | $3,403 | $17,111-80.1% | $13,955-75.6% | $11,599-70.7% |