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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 | $95,404+183.9% | $113,397+138.8% | $82,637+227.7% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.5%-76.5pp | 68.1%-68.1pp |
| Annual return | 12.74% | 19.08%-6.3pp | 23.20%-10.5pp | 53.51%-40.8pp |
| Employer contribution / active EE | $1,487 | $2,307-35.5% | $2,977-50.0% | $2,552-41.7% |
| Participant deferral / active EE | $1,974 | $4,220-53.2% | $5,076-61.1% | $4,126-52.2% |
| Admin fee / account holder | $32,925 | $9,168+259.1% | $11,957+175.4% | $7,339+348.6% |