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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 | $1,617,556 | $162,136+897.7% | $152,301+962.1% | $154,746+945.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 11.89% | 91.02%-79.1pp | 80.50%-68.6pp | 172.34%-160.5pp |
| Employer contribution / active EE | $2,882 | $4,890-41.1% | $4,624-37.7% | $4,379-34.2% |
| Participant deferral / active EE | $7,309 | $8,341-12.4% | $8,004-8.7% | $6,730+8.6% |
| Admin fee / account holder | $50,999 | $15,759+223.6% | $14,398+254.2% | $14,365+255.0% |