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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 | $406,278 | $217,432+86.9% | $185,849+118.6% | $167,536+142.5% |
| Participation rate | 68.4% | 86.1%-17.6pp | 81.7%-13.3pp | 82.1%-13.7pp |
| Annual return | 15.79% | 148.42%-132.6pp | 122.10%-106.3pp | 478.82%-463.0pp |
| Employer contribution / active EE | $6,625 | $5,875+12.8% | $5,169+28.2% | $4,839+36.9% |
| Participant deferral / active EE | $6,607 | $6,357+3.9% | $5,569+18.7% | $6,342+4.2% |
| Admin fee / account holder | $6,503 | $19,818-67.2% | $16,244-60.0% | $12,315-47.2% |