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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 | $1,210,723 | $88,702+1264.9% | $81,780+1380.5% | $145,978+729.4% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 15.24% | 1029.12%-1013.9pp | 776.27%-761.0pp | 550.52%-535.3pp |
| Employer contribution / active EE | $1,302 | $3,084-57.8% | $2,914-55.3% | $4,662-72.1% |
| Participant deferral / active EE | $12,870 | $4,645+177.1% | $4,321+197.9% | $6,690+92.4% |
| Admin fee / account holder | $268,726 | $8,414+3093.6% | $7,384+3539.4% | $13,400+1905.4% |