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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 | $950,787 | $202,345+369.9% | $172,755+450.4% | $152,885+521.9% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 17.79% | 1029.77%-1012.0pp | 802.94%-785.2pp | 345.39%-327.6pp |
| Employer contribution / active EE | $1,920 | $5,858-67.2% | $5,144-62.7% | $4,763-59.7% |
| Participant deferral / active EE | $11,000 | $5,948+84.9% | $5,198+111.6% | $5,851+88.0% |
| Admin fee / account holder | $7,646 | $17,111-55.3% | $13,955-45.2% | $11,598-34.1% |