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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 | $223,823+360.9% | $211,142+388.6% | $154,746+566.6% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 19.82% | 50.39%-30.6pp | 46.84%-27.0pp | 172.34%-152.5pp |
| Employer contribution / active EE | $13,809 | $6,787+103.5% | $6,442+114.3% | $4,379+215.3% |
| Participant deferral / active EE | $8,560 | $9,750-12.2% | $9,284-7.8% | $6,730+27.2% |
| Admin fee / account holder | $182,943 | $19,707+828.3% | $19,076+859.0% | $14,365+1173.5% |