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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 | $652,496 | $58,600+1013.5% | $83,327+683.1% | $64,173+916.8% |
| Participation rate | 0.0% | 72.0%-72.0pp | 77.8%-77.8pp | 69.6%-69.6pp |
| Annual return | 12.88% | 9.66%+3.2pp | 10.64%+2.2pp | 7.63%+5.2pp |
| Employer contribution / active EE | $3,856 | $2,098+83.8% | $3,379+14.1% | $2,381+62.0% |
| Participant deferral / active EE | $0 | $4,656-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,324 | $9,282-85.7% | $7,540-82.4% | $4,887-72.9% |