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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 | $919,112 | $72,071+1175.3% | $68,368+1244.4% | $137,256+569.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 15.38% | 353.14%-337.8pp | 292.57%-277.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $4,180 | $2,788+49.9% | $2,649+57.8% | $4,156+0.6% |
| Participant deferral / active EE | $9,489 | $4,410+115.2% | $4,123+130.2% | $6,407+48.1% |
| Admin fee / account holder | $25,503 | $5,336+378.0% | $5,150+395.2% | $12,270+107.8% |