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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 | $1,332,690 | $124,330+971.9% | $109,173+1120.7% | $167,536+695.5% |
| Participation rate | 62.5% | 79.5%-17.0pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 14.61% | 26.04%-11.4pp | 25.75%-11.1pp | 478.82%-464.2pp |
| Employer contribution / active EE | $1,861 | $4,209-55.8% | $3,723-50.0% | $4,839-61.5% |
| Participant deferral / active EE | $3,118 | $5,256-40.7% | $4,654-33.0% | $6,342-50.8% |
| Admin fee / account holder | $70,151 | $7,974+779.7% | $6,755+938.5% | $12,315+469.7% |