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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 | $1,096,412 | $211,224+419.1% | $178,505+514.2% | $145,897+651.5% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 11.35% | 30.28%-18.9pp | 27.16%-15.8pp | 552.29%-540.9pp |
| Employer contribution / active EE | $2,761 | $4,577-39.7% | $3,955-30.2% | $4,663-40.8% |
| Participant deferral / active EE | $6,331 | $6,966-9.1% | $6,280+0.8% | $6,689-5.4% |
| Admin fee / account holder | $63,055 | $12,109+420.7% | $10,428+504.7% | $13,390+370.9% |