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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 | $483,601 | $154,228+213.6% | $145,433+232.5% | $137,256+252.3% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 19.66% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $8,861 | $4,804+84.5% | $4,554+94.6% | $4,156+113.2% |
| Participant deferral / active EE | $44,101 | $8,216+436.7% | $7,897+458.4% | $6,407+588.3% |
| Admin fee / account holder | $10,669 | $14,344-25.6% | $13,129-18.7% | $12,270-13.1% |