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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 | $2,028,703 | $197,603+926.7% | $177,827+1040.8% | $158,950+1176.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 12.18% | 58.76%-46.6pp | 48.32%-36.1pp | 302.91%-290.7pp |
| Employer contribution / active EE | $4,600 | $6,698-31.3% | $5,918-22.3% | $4,762-3.4% |
| Participant deferral / active EE | $13,000 | $8,404+54.7% | $7,713+68.5% | $5,983+117.3% |
| Admin fee / account holder | $17,833 | $15,402+15.8% | $12,429+43.5% | $11,248+58.5% |