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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 | $2,401,813 | $181,062+1226.5% | $158,223+1418.0% | $155,188+1447.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 10.78% | 57.39%-46.6pp | 52.09%-41.3pp | 148.84%-138.1pp |
| Employer contribution / active EE | $10,500 | $4,565+130.0% | $4,109+155.5% | $4,248+147.2% |
| Participant deferral / active EE | $15,500 | $6,134+152.7% | $5,467+183.5% | $6,531+137.3% |
| Admin fee / account holder | $18,584 | $18,825-1.3% | $16,047+15.8% | $14,480+28.3% |