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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 | $2,231,774 | $111,535+1901.0% | $105,223+2021.0% | $137,256+1526.0% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 80.0%-55.0pp |
| Annual return | 12.93% | 237.85%-224.9pp | 180.65%-167.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,640 | $3,939-58.4% | $3,689-55.5% | $4,156-60.5% |
| Participant deferral / active EE | $7,750 | $5,500+40.9% | $5,072+52.8% | $6,407+21.0% |
| Admin fee / account holder | $5,103 | $9,721-47.5% | $8,859-42.4% | $12,270-58.4% |