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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 | $227,399+416.3% | $189,758+518.7% | $198,609+491.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 15.99% | 61.03%-45.0pp | 52.62%-36.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $4,281 | $5,526-22.5% | $4,767-10.2% | $5,055-15.3% |
| Participant deferral / active EE | $21,983 | $6,837+221.5% | $5,856+275.4% | $6,977+215.1% |
| Admin fee / account holder | $4,206 | $25,162-83.3% | $20,388-79.4% | $19,030-77.9% |