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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 | $1,347,652 | $209,336+543.8% | $197,124+583.7% | $137,256+881.9% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 15.40% | 48.09%-32.7pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $7,000 | $6,591+6.2% | $6,227+12.4% | $4,156+68.4% |
| Participant deferral / active EE | $15,000 | $9,614+56.0% | $9,135+64.2% | $6,407+134.1% |
| Admin fee / account holder | $10,536 | $17,308-39.1% | $16,298-35.4% | $12,270-14.1% |