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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 | $919,112 | $102,595+795.9% | $94,057+877.2% | $154,746+494.0% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | 15.38% | 583.42%-568.0pp | 480.62%-465.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $4,180 | $3,147+32.8% | $2,933+42.5% | $4,379-4.5% |
| Participant deferral / active EE | $9,489 | $5,118+85.4% | $4,709+101.5% | $6,730+41.0% |
| Admin fee / account holder | $25,503 | $7,736+229.7% | $7,244+252.0% | $14,365+77.5% |