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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 | $268,895 | $174,379+54.2% | $152,093+76.8% | $138,895+93.6% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.8%-77.8pp | 79.9%-79.9pp |
| Annual return | 17.23% | 74.86%-57.6pp | 66.36%-49.1pp | 145.39%-128.2pp |
| Employer contribution / active EE | $4,209 | $4,652-9.5% | $4,175+0.8% | $4,194+0.3% |
| Participant deferral / active EE | $8,712 | $6,159+41.4% | $5,451+59.8% | $6,396+36.2% |
| Admin fee / account holder | $2,522 | $16,880-85.1% | $14,497-82.6% | $12,562-79.9% |