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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 | $1,049,755 | $167,415+527.0% | $140,514+647.1% | $198,609+428.6% |
| Participation rate | 14.3% | 80.9%-66.6pp | 77.8%-63.5pp | 82.4%-68.1pp |
| Annual return | 7.14% | 13.85%-6.7pp | 14.36%-7.2pp | 202.70%-195.6pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,275 | $16,730-92.4% | $13,697-90.7% | $19,030-93.3% |