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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 | $361,345 | $148,582+143.2% | $135,942+165.8% | $139,456+159.1% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 24.55% | 79.26%-54.7pp | 68.28%-43.7pp | 373.45%-348.9pp |
| Employer contribution / active EE | $3,500 | $5,245-33.3% | $4,858-27.9% | $4,753-26.4% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,412 | $12,402-72.5% | $10,764-68.3% | $11,407-70.1% |