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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 | $185,856+513.0% | $170,028+570.1% | $139,456+717.0% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 13.10% | 60.52%-47.4pp | 53.39%-40.3pp | 373.45%-360.3pp |
| Employer contribution / active EE | $2,566 | $7,593-66.2% | $6,788-62.2% | $4,753-46.0% |
| Participant deferral / active EE | $8,750 | $11,623-24.7% | $10,409-15.9% | $6,711+30.4% |
| Admin fee / account holder | $254,944 | $15,387+1556.9% | $12,820+1888.6% | $11,407+2135.0% |