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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 | $1,034,787 | $56,628+1727.3% | - | $135,380+664.4% |
| Participation rate | 13.3% | 67.9%-54.6pp | - | 82.6%-69.3pp |
| Annual return | 4.46% | 2630.24%-2625.8pp | - | 519.81%-515.4pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | - | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,718-100.0% | - | $5,609-100.0% |
| Admin fee / account holder | $7,798 | $1,588+391.1% | - | $10,828-28.0% |