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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 | $1,099,786 | $209,336+425.4% | $197,124+457.9% | $137,256+701.3% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 15.56% | 48.09%-32.5pp | 44.34%-28.8pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,605 | $6,591-75.6% | $6,227-74.2% | $4,156-61.4% |
| Participant deferral / active EE | $11,583 | $9,614+20.5% | $9,135+26.8% | $6,407+80.8% |
| Admin fee / account holder | $2,938 | $17,308-83.0% | $16,298-82.0% | $12,270-76.1% |