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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 | $1,207,906 | $81,258+1386.5% | $105,218+1048.0% | $59,633+1925.6% |
| Participation rate | 10.0% | 75.4%-65.4pp | 77.2%-67.2pp | 68.7%-58.7pp |
| Annual return | 0.52% | 1.96%-1.4pp | 5.33%-4.8pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $4,443 | $2,562+73.5% | $3,255+36.5% | $2,203+101.7% |
| Participant deferral / active EE | $4,482 | $3,881+15.5% | $4,867-7.9% | $3,192+40.4% |
| Admin fee / account holder | $22,594 | $5,841+286.8% | $6,992+223.1% | $4,297+425.8% |