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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 | $210,698+250.8% | $178,014+315.2% | $145,959+406.4% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 8.66% | 386.27%-377.6pp | 294.80%-286.1pp | 561.95%-553.3pp |
| Employer contribution / active EE | $23,666 | $4,567+418.2% | $3,950+499.1% | $4,661+407.8% |
| Participant deferral / active EE | $30,000 | $6,958+331.1% | $6,276+378.0% | $6,689+348.5% |
| Admin fee / account holder | $24,266 | $12,016+101.9% | $10,362+134.2% | $13,398+81.1% |