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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 | $843,021 | $202,342+316.6% | $172,753+388.0% | $152,909+451.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 14.57% | 1029.88%-1015.3pp | 803.00%-788.4pp | 345.46%-330.9pp |
| Employer contribution / active EE | $1,493 | $5,857-74.5% | $5,144-71.0% | $4,764-68.7% |
| Participant deferral / active EE | $10,000 | $5,948+68.1% | $5,198+92.4% | $5,851+70.9% |
| Admin fee / account holder | $8,068 | $17,112-52.9% | $13,956-42.2% | $11,601-30.5% |