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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 | $1,314,949 | $211,224+522.5% | $178,505+636.6% | $145,897+801.3% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 15.17% | 30.28%-15.1pp | 27.16%-12.0pp | 552.29%-537.1pp |
| Employer contribution / active EE | $8,100 | $4,577+77.0% | $3,955+104.8% | $4,663+73.7% |
| Participant deferral / active EE | $11,500 | $6,966+65.1% | $6,280+83.1% | $6,689+71.9% |
| Admin fee / account holder | $10,128 | $12,109-16.4% | $10,428-2.9% | $13,390-24.4% |