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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 | $873,620 | $160,040+445.9% | $147,096+493.9% | $145,877+498.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.99% | 98.49%-85.5pp | 419.75%-406.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $6,600 | $5,289+24.8% | $4,936+33.7% | $4,663+41.5% |
| Participant deferral / active EE | $11,250 | $8,429+33.5% | $8,071+39.4% | $6,691+68.1% |
| Admin fee / account holder | $4,995 | $15,050-66.8% | $13,005-61.6% | $13,402-62.7% |