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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 | $1,064,677 | $154,228+590.3% | $145,433+632.1% | $137,256+675.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 17.56% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,388 | $4,804-29.5% | $4,554-25.6% | $4,156-18.5% |
| Participant deferral / active EE | $11,567 | $8,216+40.8% | $7,897+46.5% | $6,407+80.5% |
| Admin fee / account holder | $7,019 | $14,344-51.1% | $13,129-46.5% | $12,270-42.8% |