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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 | $172,111+654.1% | $150,298+763.5% | $137,256+845.6% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 50.69% | 69.37%-18.7pp | 62.79%-12.1pp | 220.34%-169.6pp |
| Employer contribution / active EE | $4,058 | $4,636-12.5% | $4,154-2.3% | $4,156-2.4% |
| Participant deferral / active EE | $9,203 | $6,166+49.3% | $5,453+68.8% | $6,407+43.6% |
| Admin fee / account holder | $1,256 | $16,471-92.4% | $14,116-91.1% | $12,270-89.8% |