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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 | $1,011,001 | $154,228+555.5% | $145,433+595.2% | $137,256+636.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 166.14% | 74.59%+91.6pp | 66.58%+99.6pp | 220.34%-54.2pp |
| Employer contribution / active EE | $2,077 | $4,804-56.8% | $4,554-54.4% | $4,156-50.0% |
| Participant deferral / active EE | $9,948 | $8,216+21.1% | $7,897+26.0% | $6,407+55.3% |
| Admin fee / account holder | $7,107 | $14,344-50.5% | $13,129-45.9% | $12,270-42.1% |