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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 | $253,082 | $105,856+139.1% | $90,161+180.7% | $147,586+71.5% |
| Participation rate | 0.0% | 79.7%-79.7pp | 76.9%-76.9pp | 82.8%-82.8pp |
| Annual return | 10.89% | 37.63%-26.7pp | 34.89%-24.0pp | 578.59%-567.7pp |
| Employer contribution / active EE | $729 | $4,126-82.3% | $3,318-78.0% | $4,876-85.1% |
| Participant deferral / active EE | $1,930 | $5,733-66.3% | $5,287-63.5% | $5,439-64.5% |
| Admin fee / account holder | $5,201 | $8,046-35.4% | $5,943-12.5% | $10,886-52.2% |