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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 | $1,296,445 | $159,934+710.6% | $147,005+781.9% | $145,959+788.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 22.61% | 98.24%-75.6pp | 418.76%-396.2pp | 561.95%-539.3pp |
| Employer contribution / active EE | $3,600 | $5,287-31.9% | $4,934-27.0% | $4,661-22.8% |
| Participant deferral / active EE | $12,132 | $8,427+44.0% | $8,070+50.3% | $6,689+81.4% |
| Admin fee / account holder | $42,753 | $15,053+184.0% | $13,006+228.7% | $13,398+219.1% |