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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 | $270,817 | $100,194+170.3% | $122,979+120.2% | $86,983+211.3% |
| Participation rate | 0.0% | 73.0%-73.0pp | 77.2%-77.2pp | 69.5%-69.5pp |
| Annual return | 12.74% | 16.47%-3.7pp | 20.12%-7.4pp | 25.83%-13.1pp |
| Employer contribution / active EE | $1,487 | $2,326-36.1% | $3,062-51.4% | $2,584-42.5% |
| Participant deferral / active EE | $1,974 | $4,133-52.2% | $5,003-60.6% | $4,194-52.9% |
| Admin fee / account holder | $32,925 | $10,148+224.5% | $12,864+155.9% | $7,856+319.1% |