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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 | $670,894 | $111,535+501.5% | $105,223+537.6% | $137,256+388.8% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 80.0%-80.0pp |
| Annual return | 13.21% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $18,580 | $3,939+371.6% | $3,689+403.7% | $4,156+347.1% |
| Participant deferral / active EE | $23,000 | $5,500+318.2% | $5,072+353.5% | $6,407+259.0% |
| Admin fee / account holder | $276,133 | $9,721+2740.5% | $8,859+3017.1% | $12,270+2150.4% |