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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 | $148,623+698.8% | $135,974+773.1% | $139,466+751.2% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 35.30% | 79.30%-44.0pp | 68.30%-33.0pp | 373.66%-338.4pp |
| Employer contribution / active EE | $4,500 | $5,246-14.2% | $4,859-7.4% | $4,754-5.3% |
| Participant deferral / active EE | $11,250 | $8,103+38.8% | $7,760+45.0% | $6,712+67.6% |
| Admin fee / account holder | $10,000 | $12,406-19.4% | $10,767-7.1% | $11,409-12.3% |