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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 | $296,783 | $210,698+40.9% | $178,014+66.7% | $145,959+103.3% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 12.46% | 386.27%-373.8pp | 294.80%-282.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $30,500 | $6,958+338.3% | $6,276+385.9% | $6,689+356.0% |
| Admin fee / account holder | $2,688 | $12,016-77.6% | $10,362-74.1% | $13,398-79.9% |