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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 | $352,055 | $201,344+74.9% | $184,243+91.1% | $145,877+141.3% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 10.83% | 29.01%-18.2pp | 28.82%-18.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $92,792 | $9,807+846.2% | $9,132+916.1% | $6,691+1286.9% |
| Admin fee / account holder | $785,533 | $16,382+4695.1% | $13,914+5545.8% | $13,402+5761.2% |