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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 | $363,074 | $108,922+233.3% | $100,398+261.6% | $145,978+148.7% |
| Participation rate | 0.0% | 83.0%-83.0pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | 11.02% | 58.04%-47.0pp | 49.32%-38.3pp | 550.52%-539.5pp |
| Employer contribution / active EE | $5,669 | $4,426+28.1% | $3,946+43.7% | $4,662+21.6% |
| Participant deferral / active EE | $9,355 | $8,450+10.7% | $8,084+15.7% | $6,690+39.8% |
| Admin fee / account holder | $375,945 | $9,680+3783.5% | $7,893+4662.9% | $13,400+2705.5% |