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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 | $1,097,481 | $198,457+453.0% | $170,435+543.9% | $147,586+643.6% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 20.01% | 257.30%-237.3pp | 205.94%-185.9pp | 578.59%-558.6pp |
| Employer contribution / active EE | $1,786 | $6,183-71.1% | $5,432-67.1% | $4,876-63.4% |
| Participant deferral / active EE | $6,036 | $5,629+7.2% | $4,939+22.2% | $5,439+11.0% |
| Admin fee / account holder | $67,504 | $16,852+300.6% | $13,881+386.3% | $10,886+520.1% |