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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 | $1,948,003 | $138,078+1310.8% | $125,363+1453.9% | $134,509+1348.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.34% | 750.49%-766.8pp | 572.15%-588.5pp | 418.13%-434.5pp |
| Employer contribution / active EE | $6,667 | $5,245+27.1% | $4,815+38.5% | $4,741+40.6% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $23,919 | $11,566+106.8% | $10,005+139.1% | $11,427+109.3% |