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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 | $2,310,751 | $159,934+1344.8% | $147,005+1471.9% | $145,959+1483.2% |
| Participation rate | 16.7% | 84.0%-67.3pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | 22.49% | 98.24%-75.8pp | 418.76%-396.3pp | 561.95%-539.5pp |
| Employer contribution / active EE | $10,570 | $5,287+99.9% | $4,934+114.2% | $4,661+126.8% |
| Participant deferral / active EE | $16,839 | $8,427+99.8% | $8,070+108.7% | $6,689+151.8% |
| Admin fee / account holder | $758,058 | $15,053+4935.8% | $13,006+5728.4% | $13,398+5558.1% |