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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 | $1,639,434 | $47,944+3319.5% | $67,834+2316.8% | $62,881+2507.2% |
| Participation rate | 1.2% | 61.1%-59.9pp | 68.8%-67.6pp | 69.3%-68.1pp |
| Annual return | 7.63% | 11.77%-4.1pp | 138.47%-130.8pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,415 | $1,562-9.4% | $2,403-41.1% | $2,281-38.0% |
| Participant deferral / active EE | $2,529 | $2,247+12.5% | $3,160-20.0% | $3,203-21.1% |
| Admin fee / account holder | $834,578 | $3,712+22384.2% | $4,622+17955.6% | $4,296+19328.1% |