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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 | $1,127,482 | $217,432+418.5% | $185,849+506.7% | $167,536+573.0% |
| Participation rate | 53.3% | 86.1%-32.7pp | 81.7%-28.4pp | 82.1%-28.8pp |
| Annual return | 27.36% | 148.42%-121.1pp | 122.10%-94.7pp | 478.82%-451.5pp |
| Employer contribution / active EE | $2,007 | $5,875-65.8% | $5,169-61.2% | $4,839-58.5% |
| Participant deferral / active EE | $5,796 | $6,357-8.8% | $5,569+4.1% | $6,342-8.6% |
| Admin fee / account holder | $6,514 | $19,818-67.1% | $16,244-59.9% | $12,315-47.1% |