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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 | $876,309 | $72,071+1115.9% | $68,368+1181.8% | $137,256+538.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 15.14% | 353.14%-338.0pp | 292.57%-277.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $4,399 | $2,788+57.8% | $2,649+66.1% | $4,156+5.8% |
| Participant deferral / active EE | $12,401 | $4,410+181.2% | $4,123+200.8% | $6,407+93.6% |
| Admin fee / account holder | $23,585 | $5,336+342.0% | $5,150+358.0% | $12,270+92.2% |