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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 | $660,741 | $289,211+128.5% | $260,467+153.7% | $198,609+232.7% |
| Participation rate | 0.0% | 83.1%-83.1pp | 80.5%-80.5pp | 82.4%-82.4pp |
| Annual return | 20.69% | 112.90%-92.2pp | 100.60%-79.9pp | 202.70%-182.0pp |
| Employer contribution / active EE | $9,012 | $4,663+93.3% | $4,239+112.6% | $5,055+78.3% |
| Participant deferral / active EE | $30,998 | $6,812+355.0% | $6,319+390.5% | $6,977+344.3% |
| Admin fee / account holder | $5,518 | $16,236-66.0% | $15,461-64.3% | $19,030-71.0% |