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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 | $1,542,880 | $209,425+636.7% | $178,499+764.4% | $158,966+870.6% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 16.58% | 188.80%-172.2pp | 151.10%-134.5pp | 302.95%-286.4pp |
| Employer contribution / active EE | $6,250 | $5,707+9.5% | $5,011+24.7% | $4,762+31.2% |
| Participant deferral / active EE | $15,737 | $5,955+164.3% | $5,202+202.5% | $5,983+163.0% |
| Admin fee / account holder | $374,569 | $17,078+2093.3% | $13,986+2578.1% | $11,250+3229.5% |