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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 | $2,083,117 | $167,504+1143.6% | $151,628+1273.8% | $134,509+1448.7% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | 5.35% | 7.81%-2.5pp | 3.34%+2.0pp | 418.13%-412.8pp |
| Employer contribution / active EE | $20,000 | $6,828+192.9% | $6,165+224.4% | $4,741+321.9% |
| Participant deferral / active EE | $11,290 | $8,985+25.7% | $8,363+35.0% | $6,400+76.4% |
| Admin fee / account holder | $52,034 | $13,779+277.6% | $11,613+348.1% | $11,427+355.4% |