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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 | $531,855 | $174,379+205.0% | $152,093+249.7% | $138,895+282.9% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.8%-77.8pp | 79.9%-79.9pp |
| Annual return | 23.09% | 74.86%-51.8pp | 66.36%-43.3pp | 145.39%-122.3pp |
| Employer contribution / active EE | $47,003 | $4,652+910.4% | $4,175+1025.9% | $4,194+1020.7% |
| Participant deferral / active EE | $31,224 | $6,159+407.0% | $5,451+472.8% | $6,396+388.2% |
| Admin fee / account holder | $4,383 | $16,880-74.0% | $14,497-69.8% | $12,562-65.1% |