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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 | $1,832,983 | $162,529+1027.8% | $130,788+1301.5% | $154,746+1084.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 70.1%-3.4pp | 80.7%-14.0pp |
| Annual return | 17.30% | 510.48%-493.2pp | 386.44%-369.1pp | 172.34%-155.0pp |
| Employer contribution / active EE | $31,000 | $4,447+597.0% | $3,558+771.3% | $4,379+607.9% |
| Participant deferral / active EE | $15,667 | $4,808+225.8% | $4,137+278.7% | $6,730+132.8% |
| Admin fee / account holder | $15,021 | $7,669+95.9% | $6,673+125.1% | $14,365+4.6% |