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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 | $1,284,049 | $91,559+1302.4% | $133,978+858.4% | $79,856+1508.0% |
| Participation rate | 0.0% | 73.3%-73.3pp | 79.8%-79.8pp | 69.6%-69.6pp |
| Annual return | 12.58% | 61.85%-49.3pp | 45.10%-32.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,127 | $3,734+10.5% | $5,047-18.2% | $3,741+10.3% |
| Admin fee / account holder | $40,792 | $6,321+545.3% | $8,930+356.8% | $5,306+668.7% |