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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 | $162,136+556.7% | $152,301+599.1% | $154,746+588.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 17.56% | 91.02%-73.5pp | 80.50%-62.9pp | 172.34%-154.8pp |
| Employer contribution / active EE | $3,388 | $4,890-30.7% | $4,624-26.7% | $4,379-22.6% |
| Participant deferral / active EE | $11,567 | $8,341+38.7% | $8,004+44.5% | $6,730+71.9% |
| Admin fee / account holder | $7,019 | $15,759-55.5% | $14,398-51.3% | $14,365-51.1% |