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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 | $1,467,788 | $162,136+805.3% | $152,301+863.7% | $154,746+848.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 21.86% | 91.02%-69.2pp | 80.50%-58.6pp | 172.34%-150.5pp |
| Employer contribution / active EE | $5,228 | $4,890+6.9% | $4,624+13.0% | $4,379+19.4% |
| Participant deferral / active EE | $9,509 | $8,341+14.0% | $8,004+18.8% | $6,730+41.3% |
| Admin fee / account holder | $3,791 | $15,759-75.9% | $14,398-73.7% | $14,365-73.6% |