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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 | $1,321,246 | $185,312+613.0% | $161,489+718.2% | $154,746+753.8% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 13.86% | 103.84%-90.0pp | 89.72%-75.9pp | 172.34%-158.5pp |
| Employer contribution / active EE | $4,160 | $4,769-12.8% | $4,268-2.5% | $4,379-5.0% |
| Participant deferral / active EE | $9,673 | $6,350+52.3% | $5,630+71.8% | $6,730+43.7% |
| Admin fee / account holder | $5,842 | $18,654-68.7% | $16,006-63.5% | $14,365-59.3% |