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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 | $1,120,954 | $183,592+510.6% | $155,567+620.6% | $145,959+668.0% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 20.40% | 61.24%-40.8pp | 64.74%-44.3pp | 561.95%-541.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,399 | $6,464-16.5% | $5,628-4.1% | $6,689-19.3% |
| Admin fee / account holder | $9,609 | $19,318-50.3% | $15,916-39.6% | $13,398-28.3% |