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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 | $357,423 | $136,860+161.2% | $120,344+197.0% | $154,746+131.0% |
| Participation rate | 0.0% | 79.9%-79.9pp | 76.7%-76.7pp | 80.7%-80.7pp |
| Annual return | 8.85% | 21.38%-12.5pp | 20.30%-11.5pp | 172.34%-163.5pp |
| Employer contribution / active EE | $2,487 | $3,533-29.6% | $3,020-17.6% | $4,379-43.2% |
| Participant deferral / active EE | $2,907 | $5,793-49.8% | $5,135-43.4% | $6,730-56.8% |
| Admin fee / account holder | $11,338 | $15,393-26.3% | $12,742-11.0% | $14,365-21.1% |