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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 | $316,901 | $113,941+178.1% | $94,229+236.3% | $125,389+152.7% |
| Participation rate | 0.0% | 82.9%-82.9pp | 78.8%-78.8pp | 83.2%-83.2pp |
| Annual return | -2.03% | 5.29%-7.3pp | 10.68%-12.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $4,462 | $4,727-5.6% | $3,587+24.4% | $4,866-8.3% |
| Participant deferral / active EE | $7,650 | $5,179+47.7% | $4,320+77.1% | $5,352+42.9% |
| Admin fee / account holder | $1,718 | $8,392-79.5% | $6,269-72.6% | $9,541-82.0% |