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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 | $260,515 | $148,623+75.3% | $135,974+91.6% | $139,466+86.8% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 14.32% | 79.30%-65.0pp | 68.30%-54.0pp | 373.66%-359.3pp |
| Employer contribution / active EE | $1,995 | $5,246-62.0% | $4,859-58.9% | $4,754-58.0% |
| Participant deferral / active EE | $10,707 | $8,103+32.1% | $7,760+38.0% | $6,712+59.5% |
| Admin fee / account holder | $14,636 | $12,406+18.0% | $10,767+35.9% | $11,409+28.3% |