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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 | $1,296,445 | $160,028+710.1% | $147,080+781.5% | $145,884+788.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 22.61% | 98.60%-76.0pp | 420.17%-397.6pp | 551.85%-529.2pp |
| Employer contribution / active EE | $3,600 | $5,286-31.9% | $4,933-27.0% | $4,662-22.8% |
| Participant deferral / active EE | $12,132 | $8,422+44.1% | $8,066+50.4% | $6,690+81.4% |
| Admin fee / account holder | $42,753 | $15,030+184.5% | $12,989+229.2% | $13,392+219.2% |