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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 | $1,105,720 | $196,972+461.4% | $182,262+506.7% | $198,609+456.7% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 8.92% | 158.27%-149.4pp | 140.60%-131.7pp | 202.70%-193.8pp |
| Employer contribution / active EE | $6,511 | $5,364+21.4% | $5,046+29.0% | $5,055+28.8% |
| Participant deferral / active EE | $28,167 | $8,643+225.9% | $8,276+240.3% | $6,977+303.7% |
| Admin fee / account holder | $2,128 | $18,429-88.5% | $16,712-87.3% | $19,030-88.8% |