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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 | $102,429+2243.7% | $147,096+1532.0% | $80,925+2866.5% |
| Participation rate | 60.8% | 75.9%-15.1pp | 82.2%-21.4pp | 67.7%-6.9pp |
| Annual return | 14.43% | 135.02%-120.6pp | 419.75%-405.3pp | 35.65%-21.2pp |
| Employer contribution / active EE | $13,106 | $3,716+252.7% | $4,936+165.5% | $2,756+375.5% |
| Participant deferral / active EE | $8,634 | $6,649+29.9% | $8,071+7.0% | $4,299+100.8% |
| Admin fee / account holder | $11,382 | $7,957+43.0% | $13,005-12.5% | $6,940+64.0% |