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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 | $158,393+1055.8% | $143,412+1176.5% | $155,188+1079.6% |
| Participation rate | 50.0% | 79.7%-29.7pp | 78.5%-28.5pp | 80.8%-30.8pp |
| Annual return | 128.39% | 324.22%-195.8pp | 256.99%-128.6pp | 148.84%-20.4pp |
| Employer contribution / active EE | $21,294 | $3,911+444.4% | $3,748+468.1% | $4,248+401.3% |
| Participant deferral / active EE | $0 | $7,193-100.0% | $6,816-100.0% | $6,531-100.0% |
| Admin fee / account holder | $33,689 | $12,964+159.9% | $11,396+195.6% | $14,480+132.7% |