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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 | $1,229,962 | $91,198+1248.7% | $178,503+589.0% | $79,856+1440.2% |
| Participation rate | 0.0% | 69.2%-69.2pp | 81.9%-81.9pp | 69.6%-69.6pp |
| Annual return | 17.23% | 24.20%-7.0pp | 151.12%-133.9pp | 31.71%-14.5pp |
| Employer contribution / active EE | $8,018 | $3,257+146.2% | $5,011+60.0% | $2,471+224.5% |
| Participant deferral / active EE | $12,572 | $3,237+288.4% | $5,202+141.7% | $3,741+236.1% |
| Admin fee / account holder | $18,901 | $6,748+180.1% | $13,987+35.1% | $5,306+256.2% |