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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 | $2,199,712 | $209,428+950.3% | $178,498+1132.3% | $158,950+1283.9% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 35.11% | 188.78%-153.7pp | 151.09%-116.0pp | 302.91%-267.8pp |
| Employer contribution / active EE | $38,500 | $5,707+574.6% | $5,011+668.3% | $4,762+708.5% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,796 | $17,077-66.1% | $13,985-58.6% | $11,248-48.5% |