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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 | $1,019,257 | $202,463+403.4% | $169,397+501.7% | $139,487+630.7% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 14.99% | 532.64%-517.7pp | 406.23%-391.2pp | 373.84%-358.9pp |
| Employer contribution / active EE | $2,354 | $4,694-49.9% | $4,013-41.3% | $4,755-50.5% |
| Participant deferral / active EE | $5,342 | $6,941-23.0% | $6,223-14.2% | $6,713-20.4% |
| Admin fee / account holder | $4,572 | $10,726-57.4% | $9,017-49.3% | $11,407-59.9% |