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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 | $1,278,504 | $166,242+669.1% | $165,071+674.5% | $145,884+776.4% |
| Participation rate | 46.2% | 82.0%-35.9pp | 78.6%-32.5pp | 80.3%-34.1pp |
| Annual return | 28.71% | 100.44%-71.7pp | 70.17%-41.5pp | 551.85%-523.1pp |
| Employer contribution / active EE | $1,181 | $5,283-77.7% | $4,347-72.8% | $4,662-74.7% |
| Participant deferral / active EE | $11,114 | $6,964+59.6% | $6,035+84.1% | $6,690+66.1% |
| Admin fee / account holder | $20,187 | $16,658+21.2% | $12,695+59.0% | $13,392+50.7% |