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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 | $2,400,615 | $102,422+2243.8% | $147,117+1531.8% | $80,959+2865.2% |
| Participation rate | 60.8% | 75.9%-15.1pp | 82.2%-21.4pp | 67.7%-6.9pp |
| Annual return | 14.43% | 135.16%-120.7pp | 420.54%-406.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $13,106 | $3,717+252.6% | $4,932+165.7% | $2,757+375.4% |
| Participant deferral / active EE | $8,634 | $6,652+29.8% | $8,065+7.1% | $4,300+100.8% |
| Admin fee / account holder | $11,382 | $7,953+43.1% | $12,993-12.4% | $6,925+64.4% |