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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 | $1,074,998 | $162,136+563.0% | $152,301+605.8% | $154,746+594.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 16.36% | 91.02%-74.7pp | 80.50%-64.1pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,468 | $4,890-49.5% | $4,624-46.6% | $4,379-43.6% |
| Participant deferral / active EE | $10,638 | $8,341+27.5% | $8,004+32.9% | $6,730+58.1% |
| Admin fee / account holder | $776 | $15,759-95.1% | $14,398-94.6% | $14,365-94.6% |