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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 | $395,595 | $88,707+346.0% | $74,184+433.3% | $273,972+44.4% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.6%-76.6pp | 83.0%-83.0pp |
| Annual return | 6.70% | 11.94%-5.2pp | 17.74%-11.0pp | 41.46%-34.8pp |
| Employer contribution / active EE | $3,968 | $3,159+25.6% | $2,370+67.4% | $4,869-18.5% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,256 | $8,717-62.6% | $5,586-41.7% | $10,133-67.9% |