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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 | $1,610,819 | $162,821+889.3% | $133,978+1102.3% | $158,982+913.2% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 10.90% | 41.95%-31.0pp | 45.10%-34.2pp | 302.99%-292.1pp |
| Employer contribution / active EE | $5,833 | $4,976+17.2% | $3,919+48.8% | $4,763+22.5% |
| Participant deferral / active EE | $17,333 | $5,910+193.3% | $5,047+243.4% | $5,983+189.7% |
| Admin fee / account holder | $13,631 | $11,742+16.1% | $8,930+52.6% | $11,252+21.1% |