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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 | $1,045,417 | $154,228+577.8% | $145,433+618.8% | $137,256+661.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 20.17% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $9,313 | $4,804+93.9% | $4,554+104.5% | $4,156+124.1% |
| Participant deferral / active EE | $11,366 | $8,216+38.3% | $7,897+43.9% | $6,407+77.4% |
| Admin fee / account holder | $1,211 | $14,344-91.6% | $13,129-90.8% | $12,270-90.1% |