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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 | $959,607 | $138,114+594.8% | $125,391+665.3% | $134,545+613.2% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | 7.61% | 750.88%-743.3pp | 572.41%-564.8pp | 418.37%-410.8pp |
| Employer contribution / active EE | $7,083 | $5,246+35.0% | $4,816+47.1% | $4,742+49.4% |
| Participant deferral / active EE | $11,477 | $7,801+47.1% | $7,448+54.1% | $6,401+79.3% |
| Admin fee / account holder | $2,563 | $11,570-77.9% | $10,009-74.4% | $11,431-77.6% |