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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 | $2,432,813 | $138,114+1661.5% | $125,391+1840.2% | $134,545+1708.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | 13.18% | 750.88%-737.7pp | 572.41%-559.2pp | 418.37%-405.2pp |
| Employer contribution / active EE | $4,250 | $5,246-19.0% | $4,816-11.7% | $4,742-10.4% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $158,605 | $11,570+1270.8% | $10,009+1484.7% | $11,431+1287.5% |