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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 | $496,662 | $103,008+382.2% | $90,304+450.0% | $152,897+224.8% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 18.08% | 95.22%-77.1pp | 78.13%-60.0pp | 345.43%-327.3pp |
| Employer contribution / active EE | $16,088 | $3,139+412.4% | $2,855+463.5% | $4,764+237.7% |
| Participant deferral / active EE | $16,850 | $4,281+293.6% | $3,885+333.7% | $5,851+188.0% |
| Admin fee / account holder | $3,276 | $6,175-46.9% | $5,354-38.8% | $11,599-71.8% |