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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 | $1,427,033 | $165,399+762.8% | $149,745+853.0% | $158,982+797.6% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 15.60% | 348.34%-332.7pp | 276.72%-261.1pp | 302.99%-287.4pp |
| Employer contribution / active EE | $22,132 | $5,105+333.6% | $4,646+376.4% | $4,763+364.7% |
| Participant deferral / active EE | $35,100 | $7,183+388.7% | $6,843+412.9% | $5,983+486.6% |
| Admin fee / account holder | $3,623 | $10,811-66.5% | $9,312-61.1% | $11,252-67.8% |