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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 | $751,756 | $165,399+354.5% | $149,745+402.0% | $158,982+372.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 31.91% | 348.34%-316.4pp | 276.72%-244.8pp | 302.99%-271.1pp |
| Employer contribution / active EE | $24,000 | $5,105+370.2% | $4,646+416.6% | $4,763+403.9% |
| Participant deferral / active EE | $12,000 | $7,183+67.1% | $6,843+75.4% | $5,983+100.6% |
| Admin fee / account holder | $1,250 | $10,811-88.4% | $9,312-86.6% | $11,252-88.9% |