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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 | $668,085 | $174,379+283.1% | $152,093+339.3% | $138,895+381.0% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.8%-77.8pp | 79.9%-79.9pp |
| Annual return | 17.99% | 74.86%-56.9pp | 66.36%-48.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $6,630 | $4,652+42.5% | $4,175+58.8% | $4,194+58.1% |
| Participant deferral / active EE | $36,199 | $6,159+487.7% | $5,451+564.0% | $6,396+465.9% |
| Admin fee / account holder | $61,617 | $16,880+265.0% | $14,497+325.0% | $12,562+390.5% |