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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 | $2,373,837 | $199,109+1092.2% | $173,730+1266.4% | $154,746+1434.0% |
| Participation rate | 55.6% | 82.8%-27.3pp | 79.6%-24.0pp | 80.7%-25.1pp |
| Annual return | 11.21% | 20.02%-8.8pp | 19.96%-8.7pp | 172.34%-161.1pp |
| Employer contribution / active EE | $6,030 | $5,311+13.5% | $4,577+31.7% | $4,379+37.7% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $53,336 | $20,916+155.0% | $17,523+204.4% | $14,365+271.3% |