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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 | $185,312+600.4% | $161,489+703.7% | $154,746+738.7% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 50.69% | 103.84%-53.1pp | 89.72%-39.0pp | 172.34%-121.6pp |
| Employer contribution / active EE | $4,058 | $4,769-14.9% | $4,268-4.9% | $4,379-7.3% |
| Participant deferral / active EE | $9,203 | $6,350+44.9% | $5,630+63.5% | $6,730+36.7% |
| Admin fee / account holder | $1,256 | $18,654-93.3% | $16,006-92.2% | $14,365-91.3% |