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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 | $1,591,944 | $159,978+895.1% | $147,041+982.7% | $145,978+990.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.67% | 98.36%-84.7pp | 419.21%-405.5pp | 550.52%-536.8pp |
| Employer contribution / active EE | $9,300 | $5,288+75.9% | $4,935+88.4% | $4,662+99.5% |
| Participant deferral / active EE | $14,513 | $8,429+72.2% | $8,071+79.8% | $6,690+116.9% |
| Admin fee / account holder | $1,125,573 | $15,053+7377.3% | $13,006+8554.1% | $13,400+8299.6% |