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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 | $275,284 | $181,062+52.0% | $158,223+74.0% | $155,188+77.4% |
| Participation rate | 0.0% | 82.7%-82.7pp | 79.2%-79.2pp | 80.8%-80.8pp |
| Annual return | 17.23% | 57.39%-40.2pp | 52.09%-34.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $2,000 | $4,565-56.2% | $4,109-51.3% | $4,248-52.9% |
| Participant deferral / active EE | $6,500 | $6,134+6.0% | $5,467+18.9% | $6,531-0.5% |
| Admin fee / account holder | $10,330 | $18,825-45.1% | $16,047-35.6% | $14,480-28.7% |