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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 | $691,752 | $209,336+230.5% | $197,124+250.9% | $137,256+404.0% |
| Participation rate | 0.0% | 87.3%-87.3pp | 86.7%-86.7pp | 80.0%-80.0pp |
| Annual return | 15.73% | 48.09%-32.4pp | 44.34%-28.6pp | 220.34%-204.6pp |
| Employer contribution / active EE | $13,532 | $6,591+105.3% | $6,227+117.3% | $4,156+225.6% |
| Participant deferral / active EE | $22,857 | $9,614+137.7% | $9,135+150.2% | $6,407+256.8% |
| Admin fee / account holder | $79,397 | $17,308+358.7% | $16,298+387.2% | $12,270+547.1% |