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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 | $172,111+59.9% | $150,298+83.2% | $137,256+100.6% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 17.23% | 69.37%-52.1pp | 62.79%-45.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,000 | $4,636-56.9% | $4,154-51.9% | $4,156-51.9% |
| Participant deferral / active EE | $6,500 | $6,166+5.4% | $5,453+19.2% | $6,407+1.5% |
| Admin fee / account holder | $10,330 | $16,471-37.3% | $14,116-26.8% | $12,270-15.8% |