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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 | $159,934+446.2% | $147,005+494.3% | $145,959+498.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.99% | 98.24%-85.2pp | 418.76%-405.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $6,600 | $5,287+24.8% | $4,934+33.8% | $4,661+41.6% |
| Participant deferral / active EE | $11,250 | $8,427+33.5% | $8,070+39.4% | $6,689+68.2% |
| Admin fee / account holder | $4,995 | $15,053-66.8% | $13,006-61.6% | $13,398-62.7% |