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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 | $1,694,360 | $159,934+959.4% | $147,005+1052.6% | $145,959+1060.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 63.30% | 98.24%-34.9pp | 418.76%-355.5pp | 561.95%-498.7pp |
| Employer contribution / active EE | $31,658 | $5,287+498.7% | $4,934+541.6% | $4,661+579.2% |
| Participant deferral / active EE | $20,533 | $8,427+143.7% | $8,070+154.4% | $6,689+207.0% |
| Admin fee / account holder | $38,576 | $15,053+156.3% | $13,006+196.6% | $13,398+187.9% |