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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 | $654,734 | $165,399+295.9% | $149,745+337.2% | $158,982+311.8% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 36.83% | 348.34%-311.5pp | 276.72%-239.9pp | 302.99%-266.2pp |
| Employer contribution / active EE | $16,229 | $5,105+217.9% | $4,646+249.3% | $4,763+240.7% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,125 | $10,811-89.6% | $9,312-87.9% | $11,252-90.0% |