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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 | $820,178 | $86,288+850.5% | $111,306+636.9% | $85,851+855.3% |
| Participation rate | 0.0% | 73.3%-73.3pp | 77.3%-77.3pp | 69.3%-69.3pp |
| Annual return | 12.97% | 19.99%-7.0pp | 54.67%-41.7pp | 318.63%-305.7pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,717 | $3,641+57.0% | $4,488+27.4% | $3,952+44.6% |
| Admin fee / account holder | $150,797 | $8,189+1741.4% | $7,966+1793.1% | $6,261+2308.5% |