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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 | $453,504 | $48,570+833.7% | $130,660+247.1% | $72,975+521.4% |
| Participation rate | 0.0% | 58.6%-58.6pp | 71.7%-71.7pp | 69.5%-69.5pp |
| Annual return | 22.26% | 38.63%-16.4pp | 1709.29%-1687.0pp | 81.01%-58.8pp |
| Employer contribution / active EE | $2,773 | $1,334+107.9% | $4,092-32.2% | $2,440+13.6% |
| Participant deferral / active EE | $5,182 | $2,384+117.4% | $3,603+43.8% | $3,608+43.6% |
| Admin fee / account holder | $6,693 | $3,549+88.6% | $5,463+22.5% | $5,124+30.6% |