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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 | $2,072,807 | $63,346+3172.2% | $92,240+2147.2% | $70,126+2855.8% |
| Participation rate | 0.0% | 68.7%-68.7pp | 76.5%-76.5pp | 69.5%-69.5pp |
| Annual return | 20.88% | 530.19%-509.3pp | 176.29%-155.4pp | 73.15%-52.3pp |
| Employer contribution / active EE | $3,176 | $2,471+28.5% | $3,680-13.7% | $2,343+35.6% |
| Participant deferral / active EE | $6,866 | $2,854+140.6% | $3,897+76.2% | $3,332+106.1% |
| Admin fee / account holder | $34,171 | $3,841+789.7% | $5,194+557.9% | $4,645+635.6% |