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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 | $1,247,013 | $202,342+516.3% | $172,753+621.8% | $152,909+715.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 20.25% | 1029.88%-1009.6pp | 803.00%-782.8pp | 345.46%-325.2pp |
| Employer contribution / active EE | $3,754 | $5,857-35.9% | $5,144-27.0% | $4,764-21.2% |
| Participant deferral / active EE | $12,479 | $5,948+109.8% | $5,198+140.1% | $5,851+113.3% |
| Admin fee / account holder | $3,018 | $17,112-82.4% | $13,956-78.4% | $11,601-74.0% |