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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 | $1,036,059 | $99,994+936.1% | $146,647+606.5% | $85,851+1106.8% |
| Participation rate | 0.0% | 73.1%-73.1pp | 80.1%-80.1pp | 69.3%-69.3pp |
| Annual return | 20.16% | 18.93%+1.2pp | 22.75%-2.6pp | 318.63%-298.5pp |
| Employer contribution / active EE | $2,870 | $2,559+12.1% | $4,137-30.6% | $2,565+11.9% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $16,071 | $7,703+108.6% | $10,281+56.3% | $6,261+156.7% |