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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 | $6,076,875 | $172,111+3430.8% | $150,298+3943.2% | $137,256+4327.4% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 25.55% | 69.37%-43.8pp | 62.79%-37.2pp | 220.34%-194.8pp |
| Employer contribution / active EE | $7,276 | $4,636+56.9% | $4,154+75.2% | $4,156+75.1% |
| Participant deferral / active EE | $10,333 | $6,166+67.6% | $5,453+89.5% | $6,407+61.3% |
| Admin fee / account holder | $5,055 | $16,471-69.3% | $14,116-64.2% | $12,270-58.8% |