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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 | $1,139,310 | $185,883+512.9% | $170,043+570.0% | $139,466+716.9% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 13.10% | 60.54%-47.4pp | 53.40%-40.3pp | 373.66%-360.6pp |
| Employer contribution / active EE | $2,566 | $7,596-66.2% | $6,790-62.2% | $4,754-46.0% |
| Participant deferral / active EE | $8,750 | $11,626-24.7% | $10,410-15.9% | $6,712+30.4% |
| Admin fee / account holder | $254,944 | $15,393+1556.2% | $12,824+1888.0% | $11,409+2134.6% |