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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 | $276,019 | $107,809+156.0% | $97,032+184.5% | $155,188+77.9% |
| Participation rate | 0.0% | 75.5%-75.5pp | 71.6%-71.6pp | 80.8%-80.8pp |
| Annual return | 11.47% | 38.06%-26.6pp | 35.38%-23.9pp | 148.84%-137.4pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $54,160 | $5,129+955.9% | $4,672+1059.2% | $6,531+729.3% |
| Admin fee / account holder | $280,245 | $10,717+2514.9% | $9,418+2875.7% | $14,480+1835.4% |