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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 | $129,737+1620.2% | $119,126+1773.5% | $154,746+1342.2% |
| Participation rate | 25.0% | 78.9%-53.9pp | 75.8%-50.8pp | 80.7%-55.7pp |
| Annual return | 12.93% | 379.08%-366.2pp | 282.11%-269.2pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,640 | $4,375-62.5% | $4,034-59.3% | $4,379-62.5% |
| Participant deferral / active EE | $7,750 | $5,842+32.7% | $5,318+45.7% | $6,730+15.2% |
| Admin fee / account holder | $5,103 | $11,961-57.3% | $10,693-52.3% | $14,365-64.5% |