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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 | $3,581,723 | $167,353+2040.2% | $143,797+2390.8% | $134,545+2562.1% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -3.79% | 0.48%-4.3pp | -0.04%-3.7pp | 418.37%-422.2pp |
| Employer contribution / active EE | $20,333 | $5,620+261.8% | $4,952+310.6% | $4,742+328.8% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $149,210 | $18,096+724.6% | $14,679+916.5% | $11,431+1205.3% |