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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 | $1,619,230 | $174,379+828.6% | $152,093+964.6% | $138,895+1065.8% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 12.17% | 74.86%-62.7pp | 66.36%-54.2pp | 145.39%-133.2pp |
| Employer contribution / active EE | $2,000 | $4,652-57.0% | $4,175-52.1% | $4,194-52.3% |
| Participant deferral / active EE | $10,333 | $6,159+67.8% | $5,451+89.6% | $6,396+61.6% |
| Admin fee / account holder | $7,159 | $16,880-57.6% | $14,497-50.6% | $12,562-43.0% |