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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 | $291,274 | $172,111+69.2% | $150,298+93.8% | $137,256+112.2% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 12.90% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,800 | $6,166+26.5% | $5,453+43.0% | $6,407+21.7% |
| Admin fee / account holder | $1,945 | $16,471-88.2% | $14,116-86.2% | $12,270-84.1% |