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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 | $1,858,502 | $176,786+951.3% | $146,643+1167.4% | $167,536+1009.3% |
| Participation rate | 0.0% | 83.6%-83.6pp | 80.1%-80.1pp | 82.1%-82.1pp |
| Annual return | 13.73% | 24.04%-10.3pp | 22.75%-9.0pp | 478.82%-465.1pp |
| Employer contribution / active EE | $5,455 | $5,161+5.7% | $4,137+31.9% | $4,839+12.7% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $69,677 | $13,262+425.4% | $10,280+577.8% | $12,315+465.8% |