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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 | $1,236,367 | $106,280+1063.3% | $96,538+1180.7% | $139,487+786.4% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 15.48% | 38.48%-23.0pp | 35.74%-20.3pp | 373.84%-358.4pp |
| Employer contribution / active EE | $2,214 | $4,107-46.1% | $3,740-40.8% | $4,755-53.4% |
| Participant deferral / active EE | $3,785 | $5,457-30.6% | $4,880-22.4% | $6,713-43.6% |
| Admin fee / account holder | $60,352 | $7,888+665.1% | $6,737+795.8% | $11,407+429.1% |