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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 | $3,766,638 | $138,312+2623.3% | $122,979+2962.8% | $155,188+2327.1% |
| Participation rate | 33.3% | 80.2%-46.9pp | 77.2%-43.9pp | 80.8%-47.5pp |
| Annual return | 8633.63% | 22.06%+8611.6pp | 20.12%+8613.5pp | 148.84%+8484.8pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $32,269 | $15,089+113.9% | $12,864+150.8% | $14,480+122.9% |