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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 | $1,044,830 | $110,337+846.9% | $102,383+920.5% | $145,877+616.2% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 9.19% | 24.83%-15.6pp | 24.94%-15.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $4,033 | $4,216-4.3% | $3,870+4.2% | $4,663-13.5% |
| Participant deferral / active EE | $2,326 | $5,621-58.6% | $5,060-54.0% | $6,691-65.2% |
| Admin fee / account holder | $37,262 | $9,750+282.2% | $8,391+344.1% | $13,402+178.0% |