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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 | $316,500 | $174,379+81.5% | $152,093+108.1% | $138,895+127.9% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.8%-77.8pp | 79.9%-79.9pp |
| Annual return | 16.55% | 74.86%-58.3pp | 66.36%-49.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,821 | $4,652-39.4% | $4,175-32.4% | $4,194-32.7% |
| Participant deferral / active EE | $5,334 | $6,159-13.4% | $5,451-2.2% | $6,396-16.6% |
| Admin fee / account holder | $8,228 | $16,880-51.3% | $14,497-43.2% | $12,562-34.5% |