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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 | $1,204,299 | $81,749+1373.2% | $58,544+1957.1% | $139,456+763.6% |
| Participation rate | 11.8% | 61.3%-49.6pp | 50.9%-39.1pp | 80.3%-68.6pp |
| Annual return | 71.31% | 7425.45%-7354.1pp | 4249.56%-4178.3pp | 373.45%-302.1pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,176 | $2,555-54.0% | $1,923-38.8% | $6,711-82.5% |
| Admin fee / account holder | $2,550 | $3,272-22.1% | $2,520+1.2% | $11,407-77.6% |