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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 | $2,738,844 | $81,696+3252.5% | $70,494+3785.2% | $158,982+1622.7% |
| Participation rate | 8.3% | 77.7%-69.4pp | 75.1%-66.7pp | 82.0%-73.6pp |
| Annual return | 13.68% | 208.70%-195.0pp | 109.16%-95.5pp | 302.99%-289.3pp |
| Employer contribution / active EE | $3,749 | $3,220+16.4% | $2,738+36.9% | $4,763-21.3% |
| Participant deferral / active EE | $5,414 | $4,558+18.8% | $3,711+45.9% | $5,983-9.5% |
| Admin fee / account holder | $106,895 | $6,200+1624.2% | $3,848+2678.0% | $11,252+850.0% |