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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 | $438,474 | $209,874+108.9% | $189,537+131.3% | $167,536+161.7% |
| Participation rate | 0.0% | 88.7%-88.7pp | 87.8%-87.8pp | 82.1%-82.1pp |
| Annual return | 12.47% | 748.61%-736.1pp | 555.34%-542.9pp | 478.82%-466.3pp |
| Employer contribution / active EE | $7,338 | $6,913+6.1% | $6,161+19.1% | $4,839+51.6% |
| Participant deferral / active EE | $7,705 | $8,934-13.8% | $8,220-6.3% | $6,342+21.5% |
| Admin fee / account holder | $12,119 | $14,299-15.2% | $12,048+0.6% | $12,315-1.6% |