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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 | $1,187,200 | $148,582+699.0% | $135,942+773.3% | $139,456+751.3% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 35.30% | 79.26%-44.0pp | 68.28%-33.0pp | 373.45%-338.2pp |
| Employer contribution / active EE | $4,500 | $5,245-14.2% | $4,858-7.4% | $4,753-5.3% |
| Participant deferral / active EE | $11,250 | $8,101+38.9% | $7,759+45.0% | $6,711+67.6% |
| Admin fee / account holder | $10,000 | $12,402-19.4% | $10,764-7.1% | $11,407-12.3% |