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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 | $723,777 | $76,407+847.3% | $150,298+381.6% | $82,448+777.9% |
| Participation rate | 0.0% | 66.4%-66.4pp | 77.8%-77.8pp | 68.1%-68.1pp |
| Annual return | 14.28% | 39.99%-25.7pp | 62.79%-48.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $31,773 | $2,614+1115.5% | $4,154+664.9% | $2,551+1145.5% |
| Participant deferral / active EE | $22,072 | $3,214+586.7% | $5,453+304.8% | $4,139+433.2% |
| Admin fee / account holder | $49,355 | $6,352+677.0% | $14,116+249.6% | $7,234+582.2% |