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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 | $1,027,036 | $65,423+1469.8% | $98,477+942.9% | $85,856+1096.2% |
| Participation rate | 31.4% | 65.0%-33.6pp | 73.3%-41.9pp | 69.3%-37.9pp |
| Annual return | 109.30% | 21.76%+87.5pp | 1493.59%-1384.3pp | 318.58%-209.3pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,643 | $3,167-48.1% | $4,276-61.6% | $3,952-58.4% |
| Admin fee / account holder | $914 | $4,594-80.1% | $5,951-84.6% | $6,261-85.4% |