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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 | $1,468,320 | $125,237+1072.4% | $105,608+1290.3% | $145,877+906.5% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 16.81% | 225.76%-209.0pp | 116.50%-99.7pp | 551.28%-534.5pp |
| Employer contribution / active EE | $1,700 | $3,720-54.3% | $3,167-46.3% | $4,663-63.5% |
| Participant deferral / active EE | $2,207 | $5,711-61.4% | $5,010-55.9% | $6,691-67.0% |
| Admin fee / account holder | $174,493 | $17,287+909.4% | $11,028+1482.2% | $13,402+1202.0% |