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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 | $344,993 | $162,136+112.8% | $152,301+126.5% | $154,746+122.9% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 12.21% | 91.02%-78.8pp | 80.50%-68.3pp | 172.34%-160.1pp |
| Employer contribution / active EE | $14,458 | $4,890+195.7% | $4,624+212.6% | $4,379+230.2% |
| Participant deferral / active EE | $6,901 | $8,341-17.3% | $8,004-13.8% | $6,730+2.5% |
| Admin fee / account holder | $8,749 | $15,759-44.5% | $14,398-39.2% | $14,365-39.1% |