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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 | $573,215 | $85,171+573.0% | $172,752+231.8% | $72,975+685.5% |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.6%-82.6pp | 69.5%-69.5pp |
| Annual return | 34.83% | 27.32%+7.5pp | 802.97%-768.1pp | 81.01%-46.2pp |
| Employer contribution / active EE | $2,374 | $3,324-28.6% | $5,144-53.9% | $2,440-2.7% |
| Participant deferral / active EE | $3,543 | $3,260+8.7% | $5,198-31.8% | $3,608-1.8% |
| Admin fee / account holder | $19,154 | $5,880+225.7% | $13,955+37.3% | $5,124+273.8% |