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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 | $2,070,089 | $154,228+1242.2% | $145,433+1323.4% | $137,256+1408.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 14.30% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,400 | $4,804-50.0% | $4,554-47.3% | $4,156-42.3% |
| Participant deferral / active EE | $8,000 | $8,216-2.6% | $7,897+1.3% | $6,407+24.9% |
| Admin fee / account holder | $372,141 | $14,344+2494.5% | $13,129+2734.5% | $12,270+2932.9% |