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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 | $1,012,734 | $180,459+461.2% | $154,108+557.2% | $135,380+648.1% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | 0.50% | 888.21%-887.7pp | 735.21%-734.7pp | 519.81%-519.3pp |
| Employer contribution / active EE | $1,500 | $6,035-75.1% | $5,298-71.7% | $4,779-68.6% |
| Participant deferral / active EE | $5,875 | $5,806+1.2% | $5,081+15.6% | $5,609+4.7% |
| Admin fee / account holder | $105,000 | $16,145+550.4% | $13,411+682.9% | $10,828+869.7% |