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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 | $3,860,828 | $160,070+2312.0% | $147,117+2524.3% | $145,897+2546.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 19.48% | 98.69%-79.2pp | 420.54%-401.1pp | 552.29%-532.8pp |
| Employer contribution / active EE | $2,159 | $5,285-59.1% | $4,932-56.2% | $4,663-53.7% |
| Participant deferral / active EE | $15,250 | $8,419+81.1% | $8,065+89.1% | $6,689+128.0% |
| Admin fee / account holder | $31,125 | $15,035+107.0% | $12,993+139.6% | $13,390+132.4% |