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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 | $383,765 | $175,257+119.0% | $149,717+156.3% | $139,456+175.2% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 25.52% | 166.70%-141.2pp | 134.41%-108.9pp | 373.45%-347.9pp |
| Employer contribution / active EE | $2,185 | $5,477-60.1% | $4,820-54.7% | $4,753-54.0% |
| Participant deferral / active EE | $5,625 | $6,521-13.7% | $5,682-1.0% | $6,711-16.2% |
| Admin fee / account holder | $3,150 | $16,156-80.5% | $13,213-76.2% | $11,407-72.4% |