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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 | $1,204,333 | $154,228+680.9% | $145,433+728.1% | $137,256+777.4% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 17.55% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,800 | $4,804-41.7% | $4,554-38.5% | $4,156-32.6% |
| Participant deferral / active EE | $6,200 | $8,216-24.5% | $7,897-21.5% | $6,407-3.2% |
| Admin fee / account holder | $2,485 | $14,344-82.7% | $13,129-81.1% | $12,270-79.7% |