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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 | $275,752+388.7% | $256,809+424.8% | $198,609+578.5% |
| Participation rate | 50.0% | 89.2%-39.2pp | 88.5%-38.5pp | 82.4%-32.4pp |
| Annual return | 15.40% | 34.81%-19.4pp | 32.73%-17.3pp | 202.70%-187.3pp |
| Employer contribution / active EE | $7,000 | $7,721-9.3% | $7,263-3.6% | $5,055+38.5% |
| Participant deferral / active EE | $15,000 | $10,037+49.4% | $9,520+57.6% | $6,977+115.0% |
| Admin fee / account holder | $10,536 | $25,716-59.0% | $25,146-58.1% | $19,030-44.6% |