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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 | $1,158,846 | $134,001+764.8% | $112,258+932.3% | $134,509+761.5% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | 22.02% | 47.15%-25.1pp | 27.47%-5.5pp | 418.13%-396.1pp |
| Employer contribution / active EE | $3,125 | $4,039-22.6% | $3,636-14.0% | $4,741-34.1% |
| Participant deferral / active EE | $3,250 | $5,291-38.6% | $4,728-31.3% | $6,400-49.2% |
| Admin fee / account holder | $865 | $7,491-88.5% | $6,411-86.5% | $11,427-92.4% |