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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 | $2,463,238 | $59,111+4067.1% | $86,451+2749.3% | $68,490+3496.5% |
| Participation rate | 2.9% | 75.2%-72.4pp | 80.3%-77.5pp | 67.9%-65.0pp |
| Annual return | 12.06% | -0.22%+12.3pp | 4398.51%-4386.4pp | -7.85%+19.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $5,900-100.0% | $6,953-100.0% | $4,028-100.0% |
| Admin fee / account holder | $351 | $5,640-93.8% | $6,734-94.8% | $5,403-93.5% |