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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 | $155,555+943.0% | $146,866+1004.7% | $155,188+945.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 21.48% | 115.41%-93.9pp | 102.85%-81.4pp | 148.84%-127.4pp |
| Employer contribution / active EE | $21,742 | $4,647+367.9% | $4,425+391.4% | $4,248+411.8% |
| Participant deferral / active EE | $31,000 | $8,044+285.4% | $7,759+299.5% | $6,531+374.6% |
| Admin fee / account holder | $52,076 | $14,755+252.9% | $13,620+282.4% | $14,480+259.6% |