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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 | $1,830,660 | $165,399+1006.8% | $149,745+1122.5% | $158,982+1051.5% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 48.88% | 348.34%-299.5pp | 276.72%-227.8pp | 302.99%-254.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,587 | $7,183-8.3% | $6,843-3.7% | $5,983+10.1% |
| Admin fee / account holder | $11,728 | $10,811+8.5% | $9,312+25.9% | $11,252+4.2% |