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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 | $1,873,320 | $103,000+1718.8% | $90,300+1974.6% | $152,885+1125.3% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 24.77% | 95.19%-70.4pp | 78.11%-53.3pp | 345.39%-320.6pp |
| Employer contribution / active EE | $7,305 | $3,138+132.8% | $2,854+155.9% | $4,763+53.4% |
| Participant deferral / active EE | $16,484 | $4,281+285.1% | $3,884+324.4% | $5,851+181.7% |
| Admin fee / account holder | $743 | $6,173-88.0% | $5,353-86.1% | $11,598-93.6% |