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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 | $1,002,481 | $175,257+472.0% | $149,717+569.6% | $139,456+618.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 14.76% | 166.70%-151.9pp | 134.41%-119.6pp | 373.45%-358.7pp |
| Employer contribution / active EE | $13,454 | $5,477+145.7% | $4,820+179.1% | $4,753+183.1% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $31,517 | $16,156+95.1% | $13,213+138.5% | $11,407+176.3% |