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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 | $4,676,924 | $198,457+2256.6% | $170,435+2644.1% | $147,586+3068.9% |
| Participation rate | 16.7% | 88.0%-71.3pp | 83.6%-66.9pp | 82.8%-66.2pp |
| Annual return | 17.95% | 257.30%-239.4pp | 205.94%-188.0pp | 578.59%-560.6pp |
| Employer contribution / active EE | $51,010 | $6,183+725.0% | $5,432+839.0% | $4,876+946.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,205,714 | $16,852+7054.6% | $13,881+8586.2% | $10,886+10976.1% |