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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 | $1,340,628 | $217,432+516.6% | $185,851+621.3% | $167,553+700.1% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 19.17% | 148.43%-129.3pp | 122.11%-102.9pp | 478.89%-459.7pp |
| Employer contribution / active EE | $2,446 | $5,874-58.4% | $5,168-52.7% | $4,840-49.5% |
| Participant deferral / active EE | $9,672 | $6,357+52.1% | $5,569+73.7% | $6,343+52.5% |
| Admin fee / account holder | $197,891 | $19,820+898.4% | $16,245+1118.2% | $12,316+1506.7% |