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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 | $1,452,550 | $176,794+721.6% | $146,647+890.5% | $167,553+766.9% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 17.32% | 24.04%-6.7pp | 22.75%-5.4pp | 478.89%-461.6pp |
| Employer contribution / active EE | $3,675 | $5,161-28.8% | $4,137-11.2% | $4,840-24.1% |
| Participant deferral / active EE | $11,317 | $6,440+75.7% | $5,506+105.5% | $6,343+78.4% |
| Admin fee / account holder | $359 | $13,262-97.3% | $10,281-96.5% | $12,316-97.1% |