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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 | $1,622,471 | $162,136+900.7% | $152,301+965.3% | $154,746+948.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 21.48% | 91.02%-69.5pp | 80.50%-59.0pp | 172.34%-150.9pp |
| Employer contribution / active EE | $21,742 | $4,890+344.6% | $4,624+370.1% | $4,379+396.5% |
| Participant deferral / active EE | $31,000 | $8,341+271.7% | $8,004+287.3% | $6,730+360.6% |
| Admin fee / account holder | $52,076 | $15,759+230.4% | $14,398+261.7% | $14,365+262.5% |