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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 | $1,138,068 | $111,814+917.8% | $103,374+1000.9% | $145,959+679.7% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 18.27% | 24.77%-6.5pp | 24.89%-6.6pp | 561.95%-543.7pp |
| Employer contribution / active EE | $36,882 | $4,214+775.3% | $3,869+853.2% | $4,661+691.3% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $293,066 | $9,754+2904.5% | $8,394+3391.3% | $13,398+2087.4% |