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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 | $183,539+49.6% | $155,556+76.5% | $145,897+88.2% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 9.45% | 61.31%-51.9pp | 64.84%-55.4pp | 552.29%-542.8pp |
| Employer contribution / active EE | $31,058 | $5,315+484.3% | $4,675+564.3% | $4,663+566.1% |
| Participant deferral / active EE | $13,891 | $6,467+114.8% | $5,631+146.7% | $6,689+107.7% |
| Admin fee / account holder | $19,042 | $19,275-1.2% | $15,885+19.9% | $13,390+42.2% |