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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 | $980,910 | $100,262+878.3% | $81,370+1105.5% | $145,897+572.3% |
| Participation rate | 0.0% | 74.3%-74.3pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 19.26% | 34.52%-15.3pp | 24.85%-5.6pp | 552.29%-533.0pp |
| Employer contribution / active EE | $1,807 | $2,979-39.3% | $2,464-26.7% | $4,663-61.3% |
| Participant deferral / active EE | $1,643 | $4,612-64.4% | $3,885-57.7% | $6,689-75.4% |
| Admin fee / account holder | $5,287 | $8,163-35.2% | $5,749-8.0% | $13,390-60.5% |