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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 | $555,477 | $84,236+559.4% | $170,435+225.9% | $70,126+692.1% |
| Participation rate | 0.0% | 70.8%-70.8pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 16.52% | 23.06%-6.5pp | 205.94%-189.4pp | 73.15%-56.6pp |
| Employer contribution / active EE | $2,077 | $3,387-38.7% | $5,432-61.8% | $2,343-11.3% |
| Participant deferral / active EE | $977 | $3,086-68.4% | $4,939-80.2% | $3,332-70.7% |
| Admin fee / account holder | $28,157 | $5,698+394.1% | $13,881+102.9% | $4,645+506.1% |