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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 | $4,317,260 | $88,672+4768.8% | $105,223+4002.9% | $82,448+5136.4% |
| Participation rate | 4.4% | 67.9%-63.5pp | 75.0%-70.6pp | 68.1%-63.6pp |
| Annual return | 39.91% | 30.86%+9.0pp | 180.65%-140.7pp | 41.64%-1.7pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,061 | $7,146-71.2% | $8,859-76.7% | $7,234-71.5% |