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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 | $273,961 | $124,980+119.2% | $108,359+152.8% | $154,746+77.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 70.1%-70.1pp | 80.7%-80.7pp |
| Annual return | 15.72% | 45.00%-29.3pp | 36.89%-21.2pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,297 | $2,851-54.5% | $2,399-46.0% | $4,379-70.4% |
| Participant deferral / active EE | $7,171 | $4,743+51.2% | $4,137+73.3% | $6,730+6.5% |
| Admin fee / account holder | $7,844 | $11,502-31.8% | $9,741-19.5% | $14,365-45.4% |