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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 | $160,070+958.5% | $147,117+1051.7% | $145,897+1061.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 63.30% | 98.69%-35.4pp | 420.54%-357.2pp | 552.29%-489.0pp |
| Employer contribution / active EE | $31,658 | $5,285+499.1% | $4,932+541.8% | $4,663+579.0% |
| Participant deferral / active EE | $20,533 | $8,419+143.9% | $8,065+154.6% | $6,689+207.0% |
| Admin fee / account holder | $38,576 | $15,035+156.6% | $12,993+196.9% | $13,390+188.1% |