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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 | $1,031,593 | $275,752+274.1% | $256,809+301.7% | $198,609+419.4% |
| Participation rate | 50.0% | 89.2%-39.2pp | 88.5%-38.5pp | 82.4%-32.4pp |
| Annual return | 19.82% | 34.81%-15.0pp | 32.73%-12.9pp | 202.70%-182.9pp |
| Employer contribution / active EE | $13,809 | $7,721+78.8% | $7,263+90.1% | $5,055+173.1% |
| Participant deferral / active EE | $8,560 | $10,037-14.7% | $9,520-10.1% | $6,977+22.7% |
| Admin fee / account holder | $182,943 | $25,716+611.4% | $25,146+627.5% | $19,030+861.3% |