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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 | $513,376 | $69,977+633.6% | $108,582+372.8% | $62,881+716.4% |
| Participation rate | 0.0% | 72.9%-72.9pp | 79.6%-79.6pp | 69.3%-69.3pp |
| Annual return | 8.56% | 10.73%-2.2pp | -51.70%+60.3pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,140 | $2,135-46.6% | $3,758-69.7% | $2,281-50.0% |
| Participant deferral / active EE | $1,559 | $3,165-50.7% | $4,311-63.8% | $3,203-51.3% |
| Admin fee / account holder | $2,955 | $5,076-41.8% | $7,645-61.4% | $4,296-31.2% |