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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 | $1,010,575 | $183,539+450.6% | $155,556+549.7% | $145,897+592.7% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 21.32% | 61.31%-40.0pp | 64.84%-43.5pp | 552.29%-531.0pp |
| Employer contribution / active EE | $18,400 | $5,315+246.2% | $4,675+293.5% | $4,663+294.6% |
| Participant deferral / active EE | $10,700 | $6,467+65.5% | $5,631+90.0% | $6,689+60.0% |
| Admin fee / account holder | $5,227 | $19,275-72.9% | $15,885-67.1% | $13,390-61.0% |