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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 | $3,548,865 | $157,270+2156.5% | $141,173+2413.8% | $152,870+2221.5% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.4%-82.4pp |
| Annual return | 18.31% | 64.33%-46.0pp | 71.40%-53.1pp | 345.34%-327.0pp |
| Employer contribution / active EE | $19,092 | $5,261+262.9% | $4,735+303.2% | $4,763+300.9% |
| Participant deferral / active EE | $9,356 | $7,110+31.6% | $6,710+39.4% | $5,850+59.9% |
| Admin fee / account holder | $24,664 | $12,121+103.5% | $10,262+140.3% | $11,597+112.7% |