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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 | $5,800,911 | $167,353+3366.3% | $143,797+3934.1% | $134,545+4211.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | 12.68% | 0.48%+12.2pp | -0.04%+12.7pp | 418.37%-405.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $126,510 | $18,096+599.1% | $14,679+761.8% | $11,431+1006.8% |