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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 | $1,214,904 | $162,136+649.3% | $152,301+697.7% | $154,746+685.1% |
| Participation rate | 59.1% | 84.1%-25.0pp | 82.4%-23.4pp | 80.7%-21.6pp |
| Annual return | 15.51% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $5,861 | $4,890+19.9% | $4,624+26.7% | $4,379+33.8% |
| Participant deferral / active EE | $6,944 | $8,341-16.7% | $8,004-13.2% | $6,730+3.2% |
| Admin fee / account holder | $40,781 | $15,759+158.8% | $14,398+183.2% | $14,365+183.9% |