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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 | $2,099,320 | $138,393+1416.9% | $184,256+1039.4% | $80,959+2493.1% |
| Participation rate | 0.0% | 83.9%-83.9pp | 86.8%-86.8pp | 67.7%-67.7pp |
| Annual return | 15.64% | 20.01%-4.4pp | 28.85%-13.2pp | 35.67%-20.0pp |
| Employer contribution / active EE | $4,970 | $4,847+2.5% | $6,427-22.7% | $2,757+80.3% |
| Participant deferral / active EE | $10,602 | $7,076+49.8% | $9,133+16.1% | $4,300+146.5% |
| Admin fee / account holder | $526,685 | $10,489+4921.3% | $13,899+3689.3% | $6,925+7505.2% |