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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 | $519,020 | $225,673+130.0% | $203,872+154.6% | $155,188+234.4% |
| Participation rate | 0.0% | 80.3%-80.3pp | 77.8%-77.8pp | 80.8%-80.8pp |
| Annual return | 10.81% | 95.91%-85.1pp | 85.11%-74.3pp | 148.84%-138.0pp |
| Employer contribution / active EE | $18,999 | $4,099+363.6% | $3,757+405.6% | $4,248+347.3% |
| Participant deferral / active EE | $27,905 | $6,893+304.8% | $6,388+336.9% | $6,531+327.3% |
| Admin fee / account holder | $6,595 | $12,327-46.5% | $11,730-43.8% | $14,480-54.5% |