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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 | $1,693,288 | $165,399+923.8% | $149,745+1030.8% | $158,982+965.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 11.20% | 348.34%-337.1pp | 276.72%-265.5pp | 302.99%-291.8pp |
| Employer contribution / active EE | $3,628 | $5,105-28.9% | $4,646-21.9% | $4,763-23.8% |
| Participant deferral / active EE | $10,345 | $7,183+44.0% | $6,843+51.2% | $5,983+72.9% |
| Admin fee / account holder | $120,197 | $10,811+1011.8% | $9,312+1190.8% | $11,252+968.3% |