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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 | $820,639 | $212,386+286.4% | $199,883+310.6% | $138,895+490.8% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.8%-86.8pp | 79.9%-79.9pp |
| Annual return | 12.64% | 47.75%-35.1pp | 43.81%-31.2pp | 145.39%-132.8pp |
| Employer contribution / active EE | $2,442 | $6,625-63.1% | $6,261-61.0% | $4,194-41.8% |
| Participant deferral / active EE | $4,883 | $9,617-49.2% | $9,138-46.6% | $6,396-23.7% |
| Admin fee / account holder | $44,697 | $18,233+145.1% | $17,268+158.8% | $12,562+255.8% |