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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 | $1,541,192 | $202,342+661.7% | $172,753+792.1% | $152,909+907.9% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 21.93% | 1029.88%-1007.9pp | 803.00%-781.1pp | 345.46%-323.5pp |
| Employer contribution / active EE | $2,631 | $5,857-55.1% | $5,144-48.8% | $4,764-44.8% |
| Participant deferral / active EE | $6,250 | $5,948+5.1% | $5,198+20.2% | $5,851+6.8% |
| Admin fee / account holder | $15,020 | $17,112-12.2% | $13,956+7.6% | $11,601+29.5% |