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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 | $1,230,615 | $72,071+1607.5% | $68,368+1700.0% | $137,256+796.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 17.76% | 353.14%-335.4pp | 292.57%-274.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,511 | $2,788-45.8% | $2,649-43.0% | $4,156-63.6% |
| Participant deferral / active EE | $14,668 | $4,410+232.6% | $4,123+255.8% | $6,407+128.9% |
| Admin fee / account holder | $2,402 | $5,336-55.0% | $5,150-53.4% | $12,270-80.4% |