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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 | $933,639 | $96,419+868.3% | $80,648+1057.7% | $139,487+569.3% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 28.23% | 1352.86%-1324.6pp | 937.21%-909.0pp | 373.84%-345.6pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,440 | $5,225-72.4% | $4,443-67.6% | $6,713-78.5% |
| Admin fee / account holder | $78,055 | $6,605+1081.8% | $5,382+1350.3% | $11,407+584.3% |