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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 | $275,284 | $185,312+48.6% | $161,489+70.5% | $154,746+77.9% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.7%-78.7pp | 80.7%-80.7pp |
| Annual return | 17.23% | 103.84%-86.6pp | 89.72%-72.5pp | 172.34%-155.1pp |
| Employer contribution / active EE | $2,000 | $4,769-58.1% | $4,268-53.1% | $4,379-54.3% |
| Participant deferral / active EE | $6,500 | $6,350+2.4% | $5,630+15.5% | $6,730-3.4% |
| Admin fee / account holder | $10,330 | $18,654-44.6% | $16,006-35.5% | $14,365-28.1% |