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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 | $1,083,161 | $79,955+1254.7% | $98,461+1000.1% | $75,173+1340.9% |
| Participation rate | 0.0% | 70.4%-70.4pp | 75.2%-75.2pp | 67.2%-67.2pp |
| Annual return | 17.29% | 19.75%-2.5pp | 21.17%-3.9pp | 160.72%-143.4pp |
| Employer contribution / active EE | $4,737 | $2,264+109.2% | $3,049+55.4% | $2,671+77.3% |
| Participant deferral / active EE | $12,325 | $3,752+228.5% | $4,738+160.1% | $4,126+198.7% |
| Admin fee / account holder | $26,098 | $6,841+281.5% | $8,961+191.2% | $5,651+361.9% |