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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 | $1,077,385 | $153,774+600.6% | $133,981+704.1% | $273,968+293.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 10.56% | 36.51%-26.0pp | 29.30%-18.7pp | 41.45%-30.9pp |
| Employer contribution / active EE | $26,902 | $6,029+346.2% | $5,211+416.2% | $4,869+452.6% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,202 | $11,765-72.8% | $9,324-65.7% | $10,132-68.4% |