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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 | $2,017,805 | $175,231+1051.5% | $149,696+1247.9% | $139,466+1346.8% |
| Participation rate | 10.0% | 83.4%-73.4pp | 78.8%-68.8pp | 80.3%-70.3pp |
| Annual return | 12.02% | 166.77%-154.8pp | 134.46%-122.4pp | 373.66%-361.6pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $13,065 | $16,155-19.1% | $13,212-1.1% | $11,409+14.5% |