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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 | $1,023,509 | $160,070+539.4% | $147,117+595.7% | $145,897+601.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 19.01% | 98.69%-79.7pp | 420.54%-401.5pp | 552.29%-533.3pp |
| Employer contribution / active EE | $4,581 | $5,285-13.3% | $4,932-7.1% | $4,663-1.7% |
| Participant deferral / active EE | $15,125 | $8,419+79.6% | $8,065+87.5% | $6,689+126.1% |
| Admin fee / account holder | $4,819 | $15,035-68.0% | $12,993-62.9% | $13,390-64.0% |