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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 | $274,587 | $183,592+49.6% | $155,574+76.5% | $145,877+88.2% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 9.45% | 61.37%-51.9pp | 64.87%-55.4pp | 551.28%-541.8pp |
| Employer contribution / active EE | $31,058 | $5,317+484.2% | $4,676+564.2% | $4,663+566.1% |
| Participant deferral / active EE | $13,891 | $6,466+114.8% | $5,629+146.8% | $6,691+107.6% |
| Admin fee / account holder | $19,042 | $19,316-1.4% | $15,914+19.7% | $13,402+42.1% |