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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 | $93,345+4525.1% | $119,126+3524.1% | $87,485+4834.9% |
| Participation rate | 4.4% | 68.7%-64.3pp | 75.8%-71.3pp | 68.9%-64.5pp |
| Annual return | 39.91% | 19.08%+20.8pp | 282.11%-242.2pp | 26.06%+13.8pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,061 | $8,039-74.4% | $10,693-80.7% | $7,775-73.5% |