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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 | $196,972+721.2% | $182,262+787.5% | $198,609+714.4% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 11.89% | 158.27%-146.4pp | 140.60%-128.7pp | 202.70%-190.8pp |
| Employer contribution / active EE | $2,882 | $5,364-46.3% | $5,046-42.9% | $5,055-43.0% |
| Participant deferral / active EE | $7,309 | $8,643-15.4% | $8,276-11.7% | $6,977+4.8% |
| Admin fee / account holder | $50,999 | $18,429+176.7% | $16,712+205.2% | $19,030+168.0% |