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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 | $156,398+676.8% | $147,318+724.7% | $138,895+774.7% |
| Participation rate | 59.1% | 83.8%-24.7pp | 82.1%-23.0pp | 79.9%-20.8pp |
| Annual return | 15.51% | 78.75%-63.2pp | 70.43%-54.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $5,861 | $4,853+20.8% | $4,593+27.6% | $4,194+39.7% |
| Participant deferral / active EE | $6,944 | $8,237-15.7% | $7,906-12.2% | $6,396+8.6% |
| Admin fee / account holder | $40,781 | $14,976+172.3% | $13,708+197.5% | $12,562+224.6% |