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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 | $8,377,047 | $106,749+7747.4% | $145,433+5660.1% | $82,448+10060.4% |
| Participation rate | 0.0% | 75.6%-75.6pp | 82.1%-82.1pp | 68.1%-68.1pp |
| Annual return | 21.77% | 27.59%-5.8pp | 66.58%-44.8pp | 41.64%-19.9pp |
| Employer contribution / active EE | $5,753 | $3,444+67.0% | $4,554+26.3% | $2,551+125.5% |
| Participant deferral / active EE | $12,845 | $6,519+97.0% | $7,897+62.6% | $4,139+210.3% |
| Admin fee / account holder | $505,720 | $8,390+5927.7% | $13,129+3751.9% | $7,234+6890.5% |