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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 | $294,620 | $111,535+164.2% | $105,223+180.0% | $137,256+114.7% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 80.0%-80.0pp |
| Annual return | 15.71% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,482 | $3,939-11.6% | $3,689-5.6% | $4,156-16.2% |
| Participant deferral / active EE | $8,912 | $5,500+62.0% | $5,072+75.7% | $6,407+39.1% |
| Admin fee / account holder | $32,165 | $9,721+230.9% | $8,859+263.1% | $12,270+162.1% |