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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 | $1,320,041 | $180,749+630.3% | $160,784+721.0% | $137,256+861.7% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.0%-37.0pp | 80.0%-40.0pp |
| Annual return | 12.71% | 2234.46%-2221.8pp | 1803.92%-1791.2pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,753 | $4,155-33.7% | $3,733-26.2% | $4,156-33.8% |
| Participant deferral / active EE | $6,184 | $6,844-9.6% | $6,293-1.7% | $6,407-3.5% |
| Admin fee / account holder | $563,315 | $10,397+5318.1% | $9,717+5697.2% | $12,270+4490.9% |