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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 | $1,297,833 | $181,062+616.8% | $158,223+720.3% | $155,188+736.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 50.69% | 57.39%-6.7pp | 52.09%-1.4pp | 148.84%-98.1pp |
| Employer contribution / active EE | $4,058 | $4,565-11.1% | $4,109-1.2% | $4,248-4.5% |
| Participant deferral / active EE | $9,203 | $6,134+50.0% | $5,467+68.3% | $6,531+40.9% |
| Admin fee / account holder | $1,256 | $18,825-93.3% | $16,047-92.2% | $14,480-91.3% |