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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 | $1,763,551 | $197,819+791.5% | $155,789+1032.0% | $125,389+1306.5% |
| Participation rate | 0.0% | 82.1%-82.1pp | 76.1%-76.1pp | 83.2%-83.2pp |
| Annual return | 4.65% | 86.73%-82.1pp | 71.54%-66.9pp | 282.24%-277.6pp |
| Employer contribution / active EE | $46,067 | $4,850+849.8% | $3,839+1100.1% | $4,866+846.7% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $37,395 | $9,544+291.8% | $7,477+400.1% | $9,541+291.9% |