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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 | $1,043,433 | $196,972+429.7% | $182,262+472.5% | $198,609+425.4% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 11.21% | 158.27%-147.1pp | 140.60%-129.4pp | 202.70%-191.5pp |
| Employer contribution / active EE | $5,595 | $5,364+4.3% | $5,046+10.9% | $5,055+10.7% |
| Participant deferral / active EE | $9,656 | $8,643+11.7% | $8,276+16.7% | $6,977+38.4% |
| Admin fee / account holder | $2,510 | $18,429-86.4% | $16,712-85.0% | $19,030-86.8% |