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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 | $392,722 | $202,342+94.1% | $172,752+127.3% | $152,897+156.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 15.46% | 1029.83%-1014.4pp | 802.97%-787.5pp | 345.43%-330.0pp |
| Employer contribution / active EE | $2,865 | $5,858-51.1% | $5,144-44.3% | $4,764-39.9% |
| Participant deferral / active EE | $11,333 | $5,948+90.5% | $5,198+118.0% | $5,851+93.7% |
| Admin fee / account holder | $67,109 | $17,111+292.2% | $13,955+380.9% | $11,599+478.6% |