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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 | $591,863 | $202,342+192.5% | $172,753+242.6% | $152,909+287.1% |
| Participation rate | 20.0% | 87.1%-67.1pp | 82.6%-62.6pp | 82.5%-62.5pp |
| Annual return | 14.58% | 1029.88%-1015.3pp | 803.00%-788.4pp | 345.46%-330.9pp |
| Employer contribution / active EE | $1,440 | $5,857-75.4% | $5,144-72.0% | $4,764-69.8% |
| Participant deferral / active EE | $4,999 | $5,948-16.0% | $5,198-3.8% | $5,851-14.6% |
| Admin fee / account holder | $5,189 | $17,112-69.7% | $13,956-62.8% | $11,601-55.3% |