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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 | $380,628 | $165,399+130.1% | $149,745+154.2% | $158,982+139.4% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 10.67% | 348.34%-337.7pp | 276.72%-266.0pp | 302.99%-292.3pp |
| Employer contribution / active EE | $7,060 | $5,105+38.3% | $4,646+52.0% | $4,763+48.2% |
| Participant deferral / active EE | $19,621 | $7,183+173.2% | $6,843+186.7% | $5,983+227.9% |
| Admin fee / account holder | $706 | $10,811-93.5% | $9,312-92.4% | $11,252-93.7% |