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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 | $1,959,449 | $114,119+1617.0% | $107,187+1728.1% | $138,895+1310.7% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 13.82% | 273.21%-259.4pp | 204.55%-190.7pp | 145.39%-131.6pp |
| Employer contribution / active EE | $3,124 | $4,059-23.0% | $3,782-17.4% | $4,194-25.5% |
| Participant deferral / active EE | $12,604 | $5,538+127.6% | $5,096+147.3% | $6,396+97.1% |
| Admin fee / account holder | $4,472 | $10,024-55.4% | $9,162-51.2% | $12,562-64.4% |