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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 | $470,651 | $135,956+246.2% | $123,894+279.9% | $273,972+71.8% |
| Participation rate | 0.0% | 84.1%-84.1pp | 81.4%-81.4pp | 83.0%-83.0pp |
| Annual return | 8.90% | 56.63%-47.7pp | 47.52%-38.6pp | 41.46%-32.6pp |
| Employer contribution / active EE | $2,654 | $5,170-48.7% | $4,617-42.5% | $4,869-45.5% |
| Participant deferral / active EE | $6,642 | $6,343+4.7% | $5,984+11.0% | $5,287+25.6% |
| Admin fee / account holder | $19,107 | $9,817+94.6% | $8,357+128.6% | $10,133+88.6% |