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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 | $694,247 | $150,447+361.5% | $136,298+409.4% | $147,586+370.4% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 16.99% | 1049.15%-1032.2pp | 5156.27%-5139.3pp | 578.59%-561.6pp |
| Employer contribution / active EE | $4,400 | $5,256-16.3% | $4,696-6.3% | $4,876-9.8% |
| Participant deferral / active EE | $9,425 | $6,631+42.1% | $6,247+50.9% | $5,439+73.3% |
| Admin fee / account holder | $7,861 | $10,906-27.9% | $9,244-15.0% | $10,886-27.8% |