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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 | $1,072,935 | $209,425+412.3% | $178,499+501.1% | $158,966+574.9% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 13.77% | 188.80%-175.0pp | 151.10%-137.3pp | 302.95%-289.2pp |
| Employer contribution / active EE | $53,665 | $5,707+840.3% | $5,011+970.9% | $4,762+1026.8% |
| Participant deferral / active EE | $26,228 | $5,955+340.4% | $5,202+404.2% | $5,983+338.4% |
| Admin fee / account holder | $4,647 | $17,078-72.8% | $13,986-66.8% | $11,250-58.7% |