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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 | $1,349,424 | $156,398+762.8% | $147,318+816.0% | $138,895+871.5% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 12.58% | 78.75%-66.2pp | 70.43%-57.9pp | 145.39%-132.8pp |
| Employer contribution / active EE | $1,835 | $4,853-62.2% | $4,593-60.1% | $4,194-56.3% |
| Participant deferral / active EE | $11,932 | $8,237+44.9% | $7,906+50.9% | $6,396+86.6% |
| Admin fee / account holder | $469,710 | $14,976+3036.5% | $13,708+3326.6% | $12,562+3639.1% |