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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 | $1,210,723 | $88,778+1263.8% | $81,844+1379.3% | $145,884+729.9% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 15.24% | 1033.03%-1017.8pp | 778.87%-763.6pp | 551.85%-536.6pp |
| Employer contribution / active EE | $1,302 | $3,087-57.8% | $2,916-55.4% | $4,662-72.1% |
| Participant deferral / active EE | $12,870 | $4,648+176.9% | $4,323+197.7% | $6,690+92.4% |
| Admin fee / account holder | $268,726 | $8,430+3087.7% | $7,355+3553.4% | $13,392+1906.6% |