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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 | $1,629,757 | $106,918+1424.3% | $84,021+1839.7% | $152,897+965.9% |
| Participation rate | 18.2% | 75.2%-57.1pp | 69.0%-50.8pp | 82.5%-64.3pp |
| Annual return | 10.23% | 105.01%-94.8pp | 71.32%-61.1pp | 345.43%-335.2pp |
| Employer contribution / active EE | $6,350 | $2,735+132.2% | $1,984+220.1% | $4,764+33.3% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $43,325 | $8,288+422.8% | $6,102+610.1% | $11,599+273.5% |