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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 | $1,109,917 | $159,978+593.8% | $147,041+654.8% | $145,978+660.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.18% | 98.36%-87.2pp | 419.21%-408.0pp | 550.52%-539.3pp |
| Employer contribution / active EE | $3,000 | $5,288-43.3% | $4,935-39.2% | $4,662-35.6% |
| Participant deferral / active EE | $3,000 | $8,429-64.4% | $8,071-62.8% | $6,690-55.2% |
| Admin fee / account holder | $5,740 | $15,053-61.9% | $13,006-55.9% | $13,400-57.2% |