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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 | $476,571 | $139,948+240.5% | $121,663+291.7% | $154,746+208.0% |
| Participation rate | 0.0% | 78.0%-78.0pp | 74.5%-74.5pp | 80.7%-80.7pp |
| Annual return | 13.24% | 230.52%-217.3pp | 147.54%-134.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,331 | $3,521-62.2% | $3,020-55.9% | $4,379-69.6% |
| Participant deferral / active EE | $1,988 | $5,629-64.7% | $4,887-59.3% | $6,730-70.5% |
| Admin fee / account holder | $14,573 | $17,321-15.9% | $14,289+2.0% | $14,365+1.4% |