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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 | $1,532,275 | $155,555+885.0% | $146,866+943.3% | $155,188+887.4% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | 13.24% | 115.41%-102.2pp | 102.85%-89.6pp | 148.84%-135.6pp |
| Employer contribution / active EE | $14,020 | $4,647+201.7% | $4,425+216.9% | $4,248+230.0% |
| Participant deferral / active EE | $17,258 | $8,044+114.5% | $7,759+122.4% | $6,531+164.2% |
| Admin fee / account holder | $28,850 | $14,755+95.5% | $13,620+111.8% | $14,480+99.2% |