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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 | $946,212 | $48,078+1868.1% | $78,676+1102.7% | $62,881+1404.8% |
| Participation rate | 0.0% | 65.2%-65.2pp | 73.6%-73.6pp | 69.3%-69.3pp |
| Annual return | 9.09% | 31.36%-22.3pp | 62.19%-53.1pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,313 | $2,015-34.8% | $2,850-53.9% | $2,281-42.4% |
| Participant deferral / active EE | $2,156 | $2,587-16.7% | $3,517-38.7% | $3,203-32.7% |
| Admin fee / account holder | $6,877 | $3,206+114.5% | $4,510+52.5% | $4,296+60.1% |