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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 | $1,557,585 | $228,352+582.1% | $185,835+738.2% | $158,966+879.8% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | 8.80% | 40.81%-32.0pp | 35.96%-27.2pp | 302.95%-294.2pp |
| Employer contribution / active EE | $14,901 | $4,967+200.0% | $4,087+264.6% | $4,762+212.9% |
| Participant deferral / active EE | $14,901 | $6,416+132.2% | $5,633+164.5% | $5,983+149.0% |
| Admin fee / account holder | $940,951 | $11,867+7829.5% | $9,502+9802.7% | $11,250+8264.0% |