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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 | $3,815,879 | $82,028+4551.9% | $123,105+2999.7% | $59,633+6298.9% |
| Participation rate | 1.1% | 83.2%-82.1pp | 86.8%-85.7pp | 68.7%-67.6pp |
| Annual return | 19.10% | 5.12%+14.0pp | 13.22%+5.9pp | 2041.45%-2022.3pp |
| Employer contribution / active EE | $2,652 | $3,297-19.5% | $5,151-48.5% | $2,203+20.4% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $346,406 | $5,879+5792.7% | $9,014+3742.9% | $4,297+7961.7% |