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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 | $889,266 | $76,551+1061.7% | $123,894+617.8% | $62,881+1314.2% |
| Participation rate | 17.6% | 73.0%-55.3pp | 81.4%-63.8pp | 69.3%-51.7pp |
| Annual return | 11.55% | 18.68%-7.1pp | 47.52%-36.0pp | 20.14%-8.6pp |
| Employer contribution / active EE | $2,941 | $2,882+2.0% | $4,617-36.3% | $2,281+28.9% |
| Participant deferral / active EE | $4,763 | $4,840-1.6% | $5,984-20.4% | $3,203+48.7% |
| Admin fee / account holder | $121,111 | $4,826+2409.7% | $8,357+1349.2% | $4,296+2719.3% |