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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% | $155,567+76.5% | $145,959+88.1% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 9.45% | 61.24%-51.8pp | 64.74%-55.3pp | 561.95%-552.5pp |
| Employer contribution / active EE | $31,058 | $5,315+484.4% | $4,674+564.5% | $4,661+566.4% |
| Participant deferral / active EE | $13,891 | $6,464+114.9% | $5,628+146.8% | $6,689+107.7% |
| Admin fee / account holder | $19,042 | $19,318-1.4% | $15,916+19.6% | $13,398+42.1% |