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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 | $292,160 | $112,729+159.2% | $98,716+196.0% | $137,256+112.9% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.3%-69.3pp | 80.0%-80.0pp |
| Annual return | 12.79% | 38.48%-25.7pp | 31.81%-19.0pp | 220.34%-207.6pp |
| Employer contribution / active EE | $9,732 | $2,725+257.1% | $2,279+327.1% | $4,156+134.2% |
| Participant deferral / active EE | $10,353 | $4,640+123.1% | $4,048+155.8% | $6,407+61.6% |
| Admin fee / account holder | $21,097 | $10,129+108.3% | $8,703+142.4% | $12,270+71.9% |