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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 | $1,830,663 | $171,930+964.8% | $151,266+1110.2% | $154,746+1083.0% |
| Participation rate | 50.0% | 80.5%-30.5pp | 77.0%-27.0pp | 80.7%-30.7pp |
| Annual return | 128.39% | 242.03%-113.6pp | 180.60%-52.2pp | 172.34%-43.9pp |
| Employer contribution / active EE | $21,294 | $4,710+352.1% | $4,237+402.6% | $4,379+386.3% |
| Participant deferral / active EE | $0 | $8,191-100.0% | $7,337-100.0% | $6,730-100.0% |
| Admin fee / account holder | $33,689 | $15,803+113.2% | $13,159+156.0% | $14,365+134.5% |