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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 | $1,859,822 | $96,508+1827.1% | $75,901+2350.3% | $152,897+1116.4% |
| Participation rate | 0.0% | 76.2%-76.2pp | 69.3%-69.3pp | 82.5%-82.5pp |
| Annual return | 20.05% | 33.99%-13.9pp | 30.76%-10.7pp | 345.43%-325.4pp |
| Employer contribution / active EE | $12,858 | $3,310+288.4% | $2,501+414.1% | $4,764+169.9% |
| Participant deferral / active EE | $11,499 | $4,554+152.5% | $3,603+219.1% | $5,851+96.5% |
| Admin fee / account holder | $131,529 | $8,081+1527.7% | $5,420+2326.6% | $11,599+1033.9% |