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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 | $1,257,428 | $185,312+578.5% | $161,489+678.6% | $154,746+712.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 16.73% | 103.84%-87.1pp | 89.72%-73.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $3,208 | $4,769-32.7% | $4,268-24.8% | $4,379-26.7% |
| Participant deferral / active EE | $10,123 | $6,350+59.4% | $5,630+79.8% | $6,730+50.4% |
| Admin fee / account holder | $2,857 | $18,654-84.7% | $16,006-82.1% | $14,365-80.1% |