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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 | $181,062+48.5% | $158,223+69.9% | $155,188+73.3% |
| 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 | $4,209 | $4,565-7.8% | $4,109+2.4% | $4,248-0.9% |
| Participant deferral / active EE | $8,712 | $6,134+42.0% | $5,467+59.3% | $6,531+33.4% |
| Admin fee / account holder | $2,522 | $18,825-86.6% | $16,047-84.3% | $14,480-82.6% |