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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 | $344,467 | $69,274+397.3% | $64,097+437.4% | $139,487+147.0% |
| Participation rate | 0.0% | 75.6%-75.6pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 13.82% | 46.00%-32.2pp | 33.75%-19.9pp | 373.84%-360.0pp |
| Employer contribution / active EE | $10,175 | $3,187+219.3% | $2,750+270.0% | $4,755+114.0% |
| Participant deferral / active EE | $4,221 | $4,685-9.9% | $3,881+8.8% | $6,713-37.1% |
| Admin fee / account holder | $5,258 | $4,247+23.8% | $3,070+71.3% | $11,407-53.9% |