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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 | $251,560 | $138,076+82.2% | $123,553+103.6% | $135,380+85.8% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | 4.89% | 153.70%-148.8pp | 119.21%-114.3pp | 519.81%-514.9pp |
| Employer contribution / active EE | $5,760 | $5,152+11.8% | $4,628+24.5% | $4,779+20.5% |
| Participant deferral / active EE | $18,500 | $6,800+172.1% | $6,426+187.9% | $5,609+229.8% |
| Admin fee / account holder | $1,704 | $10,917-84.4% | $9,284-81.7% | $10,828-84.3% |