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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 | $1,126,274 | $154,228+630.3% | $145,433+674.4% | $137,256+720.6% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 80.0%-42.5pp |
| Annual return | 14.77% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,743 | $4,804-22.1% | $4,554-17.8% | $4,156-9.9% |
| Participant deferral / active EE | $6,474 | $8,216-21.2% | $7,897-18.0% | $6,407+1.0% |
| Admin fee / account holder | $114,396 | $14,344+697.5% | $13,129+771.3% | $12,270+832.3% |