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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 | $739,088 | $211,239+249.9% | $178,528+314.0% | $145,877+406.7% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 8.66% | 30.22%-21.6pp | 27.11%-18.5pp | 551.28%-542.6pp |
| Employer contribution / active EE | $23,666 | $4,570+417.8% | $3,950+499.1% | $4,663+407.5% |
| Participant deferral / active EE | $30,000 | $6,963+330.9% | $6,278+377.8% | $6,691+348.4% |
| Admin fee / account holder | $24,266 | $12,095+100.6% | $10,419+132.9% | $13,402+81.1% |