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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 | $1,212,704 | $153,769+688.7% | $133,975+805.2% | $273,972+342.6% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 5.52% | 36.51%-31.0pp | 29.29%-23.8pp | 41.46%-35.9pp |
| Employer contribution / active EE | $6,320 | $6,029+4.8% | $5,211+21.3% | $4,869+29.8% |
| Participant deferral / active EE | $12,000 | $6,958+72.5% | $6,282+91.0% | $5,287+127.0% |
| Admin fee / account holder | $11,553 | $11,765-1.8% | $9,324+23.9% | $10,133+14.0% |