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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 | $1,010,180 | $157,304+542.2% | $141,197+615.4% | $152,909+560.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 14.82% | 64.34%-49.5pp | 71.41%-56.6pp | 345.46%-330.6pp |
| Employer contribution / active EE | $3,000 | $5,263-43.0% | $4,736-36.7% | $4,764-37.0% |
| Participant deferral / active EE | $2,475 | $7,111-65.2% | $6,710-63.1% | $5,851-57.7% |
| Admin fee / account holder | $62,420 | $12,126+414.8% | $10,265+508.1% | $11,601+438.1% |