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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 | $134,817+817.1% | $123,973+897.4% | $155,188+696.8% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 13.14% | 515.49%-502.4pp | 388.13%-375.0pp | 148.84%-135.7pp |
| Employer contribution / active EE | $1,740 | $4,425-60.7% | $4,126-57.8% | $4,248-59.0% |
| Participant deferral / active EE | $20,667 | $5,706+262.2% | $5,247+293.9% | $6,531+216.4% |
| Admin fee / account holder | $177,577 | $13,245+1240.7% | $11,799+1405.0% | $14,480+1126.4% |