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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 | $1,202,531 | $102,245+1076.1% | $89,340+1246.0% | $137,256+776.1% |
| Participation rate | 42.9% | 74.9%-32.0pp | 69.6%-26.7pp | 80.0%-37.1pp |
| Annual return | 16.44% | 21.89%-5.5pp | 20.57%-4.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,800 | $2,529-28.8% | $2,231-19.3% | $4,156-56.7% |
| Participant deferral / active EE | $9,603 | $4,436+116.5% | $3,823+151.2% | $6,407+49.9% |
| Admin fee / account holder | $2,746 | $8,085-66.0% | $6,704-59.0% | $12,270-77.6% |