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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 | $432,011 | $134,001+222.4% | $112,258+284.8% | $134,509+221.2% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | -14.24% | 47.15%-61.4pp | 27.47%-41.7pp | 418.13%-432.4pp |
| Employer contribution / active EE | $4,356 | $4,039+7.8% | $3,636+19.8% | $4,741-8.1% |
| Participant deferral / active EE | $14,980 | $5,291+183.1% | $4,728+216.8% | $6,400+134.1% |
| Admin fee / account holder | $1,547 | $7,491-79.3% | $6,411-75.9% | $11,427-86.5% |