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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 | $751,753 | $160,070+369.6% | $147,117+411.0% | $145,897+415.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.05% | 98.69%-83.6pp | 420.54%-405.5pp | 552.29%-537.2pp |
| Employer contribution / active EE | $2,530 | $5,285-52.1% | $4,932-48.7% | $4,663-45.7% |
| Participant deferral / active EE | $28,558 | $8,419+239.2% | $8,065+254.1% | $6,689+326.9% |
| Admin fee / account holder | $7,755 | $15,035-48.4% | $12,993-40.3% | $13,390-42.1% |