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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 | $1,351,543 | $110,337+1124.9% | $102,383+1220.1% | $145,877+826.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 13.72% | 24.83%-11.1pp | 24.94%-11.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $2,497 | $4,216-40.8% | $3,870-35.5% | $4,663-46.4% |
| Participant deferral / active EE | $4,124 | $5,621-26.6% | $5,060-18.5% | $6,691-38.4% |
| Admin fee / account holder | $70,133 | $9,750+619.3% | $8,391+735.8% | $13,402+423.3% |