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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 | $2,232,914 | $185,856+1101.4% | $170,028+1213.3% | $139,456+1501.2% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 11.19% | 60.52%-49.3pp | 53.39%-42.2pp | 373.45%-362.3pp |
| Employer contribution / active EE | $20,000 | $7,593+163.4% | $6,788+194.7% | $4,753+320.8% |
| Participant deferral / active EE | $12,737 | $11,623+9.6% | $10,409+22.4% | $6,711+89.8% |
| Admin fee / account holder | $116,300 | $15,387+655.8% | $12,820+807.1% | $11,407+919.6% |