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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 | $1,097,757 | $176,120+523.3% | $159,487+588.3% | $167,553+555.2% |
| Participation rate | 12.5% | 85.0%-72.5pp | 82.8%-70.3pp | 82.1%-69.6pp |
| Annual return | 11.72% | 331.95%-320.2pp | 263.71%-252.0pp | 478.89%-467.2pp |
| Employer contribution / active EE | $4,237 | $5,299-20.0% | $4,831-12.3% | $4,840-12.5% |
| Participant deferral / active EE | $10,300 | $7,752+32.9% | $7,354+40.1% | $6,343+62.4% |
| Admin fee / account holder | $76,683 | $12,561+510.5% | $10,804+609.8% | $12,316+522.6% |