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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 | $162,136+642.8% | $152,301+690.8% | $154,746+678.3% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 17.55% | 91.02%-73.5pp | 80.50%-63.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $2,800 | $4,890-42.7% | $4,624-39.5% | $4,379-36.1% |
| Participant deferral / active EE | $6,200 | $8,341-25.7% | $8,004-22.5% | $6,730-7.9% |
| Admin fee / account holder | $2,485 | $15,759-84.2% | $14,398-82.7% | $14,365-82.7% |