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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 | $2,990,756 | $172,111+1637.7% | $150,298+1889.9% | $137,256+2079.0% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 16.21% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $17,334 | $4,636+273.9% | $4,154+317.3% | $4,156+317.1% |
| Participant deferral / active EE | $20,833 | $6,166+237.9% | $5,453+282.1% | $6,407+225.2% |
| Admin fee / account holder | $2,424 | $16,471-85.3% | $14,116-82.8% | $12,270-80.2% |