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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 | $1,133,492 | $148,582+662.9% | $135,942+733.8% | $139,456+712.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 21.32% | 79.26%-57.9pp | 68.28%-47.0pp | 373.45%-352.1pp |
| Employer contribution / active EE | $5,259 | $5,245+0.3% | $4,858+8.3% | $4,753+10.6% |
| Participant deferral / active EE | $15,000 | $8,101+85.2% | $7,759+93.3% | $6,711+123.5% |
| Admin fee / account holder | $76,826 | $12,402+519.5% | $10,764+613.7% | $11,407+573.5% |