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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 | $1,630,694 | $167,352+874.4% | $143,788+1034.1% | $134,509+1112.3% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -11.99% | 0.47%-12.5pp | -0.03%-12.0pp | 418.13%-430.1pp |
| Employer contribution / active EE | $6,139 | $5,620+9.2% | $4,952+24.0% | $4,741+29.5% |
| Participant deferral / active EE | $9,039 | $6,447+40.2% | $5,638+60.3% | $6,400+41.2% |
| Admin fee / account holder | $31,874 | $18,091+76.2% | $14,675+117.2% | $11,427+178.9% |