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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 | $1,732,348 | $174,379+893.4% | $152,093+1039.0% | $138,895+1147.2% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 14.43% | 74.86%-60.4pp | 66.36%-51.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $2,433 | $4,652-47.7% | $4,175-41.7% | $4,194-42.0% |
| Participant deferral / active EE | $12,667 | $6,159+105.7% | $5,451+132.4% | $6,396+98.0% |
| Admin fee / account holder | $3,207 | $16,880-81.0% | $14,497-77.9% | $12,562-74.5% |