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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 | $1,493,415 | $72,071+1972.1% | $68,368+2084.4% | $137,256+988.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 19.71% | 353.14%-333.4pp | 292.57%-272.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $4,750 | $2,788+70.4% | $2,649+79.3% | $4,156+14.3% |
| Participant deferral / active EE | $21,917 | $4,410+397.0% | $4,123+431.6% | $6,407+242.1% |
| Admin fee / account holder | $383 | $5,336-92.8% | $5,150-92.6% | $12,270-96.9% |