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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 | $160,028+1344.0% | $147,080+1471.1% | $145,884+1484.0% |
| Participation rate | 16.7% | 84.0%-67.4pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | 22.49% | 98.60%-76.1pp | 420.17%-397.7pp | 551.85%-529.4pp |
| Employer contribution / active EE | $10,570 | $5,286+100.0% | $4,933+114.2% | $4,662+126.7% |
| Participant deferral / active EE | $16,839 | $8,422+99.9% | $8,066+108.8% | $6,690+151.7% |
| Admin fee / account holder | $758,058 | $15,030+4943.6% | $12,989+5736.2% | $13,392+5560.6% |