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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 | $211,105+522.9% | $178,449+636.9% | $145,978+800.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 15.17% | 30.19%-15.0pp | 27.09%-11.9pp | 550.52%-535.3pp |
| Employer contribution / active EE | $8,100 | $4,569+77.3% | $3,951+105.0% | $4,662+73.8% |
| Participant deferral / active EE | $11,500 | $6,959+65.2% | $6,277+83.2% | $6,690+71.9% |
| Admin fee / account holder | $10,128 | $12,017-15.7% | $10,362-2.3% | $13,400-24.4% |