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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 | $1,173,999 | $185,312+533.5% | $161,489+627.0% | $154,746+658.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 15.99% | 103.84%-87.9pp | 89.72%-73.7pp | 172.34%-156.3pp |
| Employer contribution / active EE | $4,281 | $4,769-10.2% | $4,268+0.3% | $4,379-2.2% |
| Participant deferral / active EE | $21,983 | $6,350+246.2% | $5,630+290.5% | $6,730+226.6% |
| Admin fee / account holder | $4,206 | $18,654-77.5% | $16,006-73.7% | $14,365-70.7% |