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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 | $1,893,649 | $152,592+1141.0% | $125,180+1412.7% | $152,885+1138.6% |
| Participation rate | 20.0% | 83.3%-63.3pp | 79.8%-59.8pp | 82.5%-62.5pp |
| Annual return | 24.36% | 54.84%-30.5pp | 43.79%-19.4pp | 345.39%-321.0pp |
| Employer contribution / active EE | $5,000 | $4,947+1.1% | $3,866+29.3% | $4,763+5.0% |
| Participant deferral / active EE | $2,240 | $5,868-61.8% | $4,937-54.6% | $5,851-61.7% |
| Admin fee / account holder | $1,335 | $13,435-90.1% | $9,703-86.2% | $11,598-88.5% |