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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 | $401,327 | $102,393+291.9% | $147,041+172.9% | $80,911+396.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 82.2%-82.2pp | 67.6%-67.6pp |
| Annual return | 12.04% | 134.95%-122.9pp | 419.21%-407.2pp | 35.63%-23.6pp |
| Employer contribution / active EE | $3,005 | $3,715-19.1% | $4,935-39.1% | $2,756+9.0% |
| Participant deferral / active EE | $13,485 | $6,647+102.9% | $8,071+67.1% | $4,297+213.8% |
| Admin fee / account holder | $8,565 | $7,943+7.8% | $13,006-34.1% | $6,935+23.5% |