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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 | $374,452 | $157,276+138.1% | $141,177+165.2% | $152,885+144.9% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 16.49% | 64.33%-47.8pp | 71.40%-54.9pp | 345.39%-328.9pp |
| Employer contribution / active EE | $1,658 | $5,262-68.5% | $4,736-65.0% | $4,763-65.2% |
| Participant deferral / active EE | $20,000 | $7,110+181.3% | $6,710+198.1% | $5,851+241.8% |
| Admin fee / account holder | $49,118 | $12,123+305.2% | $10,263+378.6% | $11,598+323.5% |