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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 | $1,475,519 | $183,516+704.0% | $155,534+848.7% | $145,884+911.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 17.87% | 61.43%-43.6pp | 64.92%-47.0pp | 551.85%-534.0pp |
| Employer contribution / active EE | $46,000 | $5,315+765.5% | $4,675+884.0% | $4,662+886.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,180,577 | $19,293+6019.1% | $15,900+7325.1% | $13,392+8715.6% |