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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 | $1,772,372 | $176,105+906.4% | $159,474+1011.4% | $167,536+957.9% |
| Participation rate | 0.0% | 85.0%-85.0pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 15.43% | 331.91%-316.5pp | 263.68%-248.2pp | 478.82%-463.4pp |
| Employer contribution / active EE | $27,318 | $5,299+415.5% | $4,831+465.5% | $4,839+464.5% |
| Participant deferral / active EE | $2,570 | $7,751-66.9% | $7,353-65.1% | $6,342-59.5% |
| Admin fee / account holder | $97,512 | $12,559+676.4% | $10,802+802.7% | $12,315+691.8% |