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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 | $1,111,800 | $111,535+896.8% | $105,223+956.6% | $137,256+710.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 19.49% | 237.85%-218.4pp | 180.65%-161.2pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,380 | $3,939-65.0% | $3,689-62.6% | $4,156-66.8% |
| Participant deferral / active EE | $31,688 | $5,500+476.1% | $5,072+524.8% | $6,407+394.6% |
| Admin fee / account holder | $733 | $9,721-92.5% | $8,859-91.7% | $12,270-94.0% |