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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 | $765,845 | $160,040+378.5% | $147,096+420.6% | $145,877+425.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.72% | 98.49%-83.8pp | 419.75%-405.0pp | 551.28%-536.6pp |
| Employer contribution / active EE | $7,200 | $5,289+36.1% | $4,936+45.9% | $4,663+54.4% |
| Participant deferral / active EE | $18,000 | $8,429+113.6% | $8,071+123.0% | $6,691+169.0% |
| Admin fee / account holder | $155,528 | $15,050+933.4% | $13,005+1095.9% | $13,402+1060.5% |