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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 | $2,225,442 | $183,627+1111.9% | $155,602+1330.2% | $145,978+1424.5% |
| Participation rate | 4.8% | 82.7%-77.9pp | 78.2%-73.4pp | 80.3%-75.5pp |
| Annual return | 10.07% | 61.32%-51.2pp | 64.81%-54.7pp | 550.52%-540.4pp |
| Employer contribution / active EE | $1,493 | $5,316-71.9% | $4,675-68.1% | $4,662-68.0% |
| Participant deferral / active EE | $2,061 | $6,466-68.1% | $5,629-63.4% | $6,690-69.2% |
| Admin fee / account holder | $25,487 | $19,327+31.9% | $15,923+60.1% | $13,400+90.2% |