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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 | $404,638 | $84,236+380.4% | $170,435+137.4% | $70,126+477.0% |
| Participation rate | 0.0% | 70.8%-70.8pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 13.14% | 23.06%-9.9pp | 205.94%-192.8pp | 73.15%-60.0pp |
| Employer contribution / active EE | $11,726 | $3,387+246.2% | $5,432+115.9% | $2,343+400.6% |
| Participant deferral / active EE | $6,744 | $3,086+118.6% | $4,939+36.5% | $3,332+102.4% |
| Admin fee / account holder | $23,373 | $5,698+310.2% | $13,881+68.4% | $4,645+403.1% |