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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 | $185,312+3179.3% | $161,489+3663.0% | $154,746+3827.0% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 25.55% | 103.84%-78.3pp | 89.72%-64.2pp | 172.34%-146.8pp |
| Employer contribution / active EE | $7,276 | $4,769+52.6% | $4,268+70.5% | $4,379+66.2% |
| Participant deferral / active EE | $10,333 | $6,350+62.7% | $5,630+83.5% | $6,730+53.5% |
| Admin fee / account holder | $5,055 | $18,654-72.9% | $16,006-68.4% | $14,365-64.8% |