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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 | $516,872 | $69,248+646.4% | $64,101+706.3% | $139,466+270.6% |
| Participation rate | 0.0% | 75.6%-75.6pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 15.36% | 45.95%-30.6pp | 33.72%-18.4pp | 373.66%-358.3pp |
| Employer contribution / active EE | $3,340 | $3,185+4.9% | $2,749+21.5% | $4,754-29.7% |
| Participant deferral / active EE | $3,958 | $4,682-15.5% | $3,881+2.0% | $6,712-41.0% |
| Admin fee / account holder | $10,760 | $4,247+153.3% | $3,070+250.4% | $11,409-5.7% |