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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 | $4,798,031 | $183,592+2513.4% | $155,574+2984.1% | $145,877+3189.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 49.50% | 61.37%-11.9pp | 64.87%-15.4pp | 551.28%-501.8pp |
| Employer contribution / active EE | $8,766 | $5,317+64.9% | $4,676+87.5% | $4,663+88.0% |
| Participant deferral / active EE | $15,250 | $6,466+135.8% | $5,629+170.9% | $6,691+127.9% |
| Admin fee / account holder | $4,404 | $19,316-77.2% | $15,914-72.3% | $13,402-67.1% |