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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 | $1,120,305 | $201,370+456.3% | $184,256+508.0% | $145,897+667.9% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 25.95% | 29.05%-3.1pp | 28.85%-2.9pp | 552.29%-526.3pp |
| Employer contribution / active EE | $6,405 | $7,024-8.8% | $6,427-0.3% | $4,663+37.4% |
| Participant deferral / active EE | $9,880 | $9,808+0.7% | $9,133+8.2% | $6,689+47.7% |
| Admin fee / account holder | $2,731 | $16,364-83.3% | $13,899-80.4% | $13,390-79.6% |