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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 | $155,555+843.6% | $146,866+899.4% | $155,188+845.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 21.86% | 115.41%-93.6pp | 102.85%-81.0pp | 148.84%-127.0pp |
| Employer contribution / active EE | $5,228 | $4,647+12.5% | $4,425+18.1% | $4,248+23.1% |
| Participant deferral / active EE | $9,509 | $8,044+18.2% | $7,759+22.5% | $6,531+45.6% |
| Admin fee / account holder | $3,791 | $14,755-74.3% | $13,620-72.2% | $14,480-73.8% |