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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 | $309,804 | $135,956+127.9% | $123,894+150.1% | $273,972+13.1% |
| Participation rate | 0.0% | 84.1%-84.1pp | 81.4%-81.4pp | 83.0%-83.0pp |
| Annual return | 6.42% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $7,576 | $5,170+46.5% | $4,617+64.1% | $4,869+55.6% |
| Participant deferral / active EE | $15,152 | $6,343+138.9% | $5,984+153.2% | $5,287+186.6% |
| Admin fee / account holder | $42,093 | $9,817+328.8% | $8,357+403.7% | $10,133+315.4% |