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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 | $2,965,676 | $174,379+1600.7% | $152,093+1849.9% | $138,895+2035.2% |
| Participation rate | 16.7% | 81.6%-65.0pp | 77.8%-61.1pp | 79.9%-63.3pp |
| Annual return | 12.71% | 74.86%-62.1pp | 66.36%-53.6pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,151 | $4,652-75.2% | $4,175-72.4% | $4,194-72.5% |
| Participant deferral / active EE | $3,917 | $6,159-36.4% | $5,451-28.2% | $6,396-38.8% |
| Admin fee / account holder | $11,877 | $16,880-29.6% | $14,497-18.1% | $12,562-5.5% |