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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 | $2,223,679 | $174,379+1175.2% | $152,093+1362.1% | $138,895+1501.0% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 96.10% | 74.86%+21.2pp | 66.36%+29.7pp | 145.39%-49.3pp |
| Employer contribution / active EE | $20,500 | $4,652+340.7% | $4,175+391.1% | $4,194+388.8% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $12,818 | $16,880-24.1% | $14,497-11.6% | $12,562+2.0% |