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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 | $1,236,465 | $111,535+1008.6% | $105,223+1075.1% | $137,256+800.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 13.14% | 237.85%-224.7pp | 180.65%-167.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,740 | $3,939-55.8% | $3,689-52.8% | $4,156-58.1% |
| Participant deferral / active EE | $20,667 | $5,500+275.8% | $5,072+307.5% | $6,407+222.6% |
| Admin fee / account holder | $177,577 | $9,721+1726.7% | $8,859+1904.5% | $12,270+1347.2% |