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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 | $181,062+269.0% | $158,223+322.2% | $155,188+330.5% |
| Participation rate | 0.0% | 82.7%-82.7pp | 79.2%-79.2pp | 80.8%-80.8pp |
| Annual return | 17.99% | 57.39%-39.4pp | 52.09%-34.1pp | 148.84%-130.8pp |
| Employer contribution / active EE | $6,630 | $4,565+45.2% | $4,109+61.4% | $4,248+56.1% |
| Participant deferral / active EE | $36,199 | $6,134+490.1% | $5,467+562.1% | $6,531+454.3% |
| Admin fee / account holder | $61,617 | $18,825+227.3% | $16,047+284.0% | $14,480+325.5% |