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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 | $154,754+1084.5% | $124,206+1375.8% | $138,895+1219.7% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.6%-2.9pp | 79.9%-13.3pp |
| Annual return | 17.30% | 709.28%-692.0pp | 515.27%-498.0pp | 145.39%-128.1pp |
| Employer contribution / active EE | $31,000 | $4,446+597.2% | $3,540+775.7% | $4,194+639.1% |
| Participant deferral / active EE | $15,667 | $4,621+239.0% | $3,968+294.9% | $6,396+144.9% |
| Admin fee / account holder | $15,021 | $6,690+124.5% | $5,929+153.4% | $12,562+19.6% |