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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 | $771,700 | $124,425+520.2% | $112,040+588.8% | $137,256+462.2% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.5%-76.5pp | 80.0%-80.0pp |
| Annual return | 14.86% | 24.72%-9.9pp | 24.52%-9.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $10,466 | $3,411+206.8% | $2,954+254.3% | $4,156+151.8% |
| Participant deferral / active EE | $8,235 | $5,718+44.0% | $5,098+61.5% | $6,407+28.5% |
| Admin fee / account holder | $76,521 | $15,207+403.2% | $12,098+532.5% | $12,270+523.6% |