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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 | $1,747,858 | $137,414+1172.0% | $189,537+822.2% | $85,847+1936.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 87.8%-87.8pp | 69.3%-69.3pp |
| Annual return | 17.13% | 38.14%-21.0pp | 555.34%-538.2pp | 318.61%-301.5pp |
| Employer contribution / active EE | $6,299 | $4,344+45.0% | $6,161+2.2% | $2,565+145.5% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $245,575 | $8,630+2745.7% | $12,048+1938.3% | $6,261+3822.5% |