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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 | $154,228+597.0% | $145,433+639.2% | $137,256+683.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.36% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,468 | $4,804-48.6% | $4,554-45.8% | $4,156-40.6% |
| Participant deferral / active EE | $10,638 | $8,216+29.5% | $7,897+34.7% | $6,407+66.0% |
| Admin fee / account holder | $776 | $14,344-94.6% | $13,129-94.1% | $12,270-93.7% |