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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 | $275,581 | $125,190+120.1% | $105,624+160.9% | $145,897+88.9% |
| Participation rate | 0.0% | 77.6%-77.6pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 8.30% | 225.22%-216.9pp | 116.20%-107.9pp | 552.29%-544.0pp |
| Employer contribution / active EE | $2,972 | $3,720-20.1% | $3,168-6.2% | $4,663-36.3% |
| Participant deferral / active EE | $7,741 | $5,716+35.4% | $5,013+54.4% | $6,689+15.7% |
| Admin fee / account holder | $755,617 | $17,138+4309.0% | $10,961+6793.4% | $13,390+5543.0% |