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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 | $523,534 | $123,793+322.9% | $177,848+194.4% | $79,856+555.6% |
| Participation rate | 0.0% | 84.7%-84.7pp | 87.7%-87.7pp | 69.6%-69.6pp |
| Annual return | 11.25% | 22.82%-11.6pp | 48.33%-37.1pp | 31.71%-20.5pp |
| Employer contribution / active EE | $7,881 | $4,095+92.4% | $5,919+33.2% | $2,471+218.9% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $85,801 | $7,243+1084.7% | $12,431+590.2% | $5,306+1516.9% |