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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 | $162,136+1176.8% | $152,301+1259.2% | $154,746+1237.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 14.30% | 91.02%-76.7pp | 80.50%-66.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $2,400 | $4,890-50.9% | $4,624-48.1% | $4,379-45.2% |
| Participant deferral / active EE | $8,000 | $8,341-4.1% | $8,0040% | $6,730+18.9% |
| Admin fee / account holder | $372,141 | $15,759+2261.4% | $14,398+2484.7% | $14,365+2490.6% |