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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 | $2,005,081 | $76,696+2514.3% | $96,538+1977.0% | $71,529+2703.2% |
| Participation rate | 0.0% | 66.6%-66.6pp | 74.3%-74.3pp | 67.9%-67.9pp |
| Annual return | 49.56% | 48.32%+1.2pp | 35.74%+13.8pp | 28.97%+20.6pp |
| Employer contribution / active EE | $2,710 | $3,032-10.6% | $3,740-27.5% | $2,590+4.6% |
| Participant deferral / active EE | $4,752 | $3,770+26.1% | $4,880-2.6% | $4,291+10.7% |
| Admin fee / account holder | $954,785 | $2,030+46937.3% | $6,737+14071.5% | $1,588+60006.3% |