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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 | $1,993,557 | $104,953+1799.5% | $84,637+2255.4% | $152,909+1203.8% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.5%-32.5pp |
| Annual return | 17.64% | 373.94%-356.3pp | 258.82%-241.2pp | 345.46%-327.8pp |
| Employer contribution / active EE | $10,844 | $3,304+228.2% | $2,653+308.7% | $4,764+127.6% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $70,545 | $6,244+1029.7% | $4,914+1335.5% | $11,601+508.1% |