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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 | $1,107,953 | $129,737+754.0% | $119,126+830.1% | $154,746+616.0% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 24.85% | 379.08%-354.2pp | 282.11%-257.3pp | 172.34%-147.5pp |
| Employer contribution / active EE | $1,721 | $4,375-60.7% | $4,034-57.3% | $4,379-60.7% |
| Participant deferral / active EE | $7,204 | $5,842+23.3% | $5,318+35.5% | $6,730+7.0% |
| Admin fee / account holder | $42,965 | $11,961+259.2% | $10,693+301.8% | $14,365+199.1% |