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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 | $343,081 | $228,395+50.2% | $185,861+84.6% | $158,982+115.8% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.0%-78.0pp | 82.0%-82.0pp |
| Annual return | 20.36% | 40.82%-20.5pp | 35.96%-15.6pp | 302.99%-282.6pp |
| Employer contribution / active EE | $43,600 | $4,968+777.7% | $4,088+966.5% | $4,763+815.4% |
| Participant deferral / active EE | $29,400 | $6,417+358.1% | $5,634+421.8% | $5,983+391.4% |
| Admin fee / account holder | $2,829 | $11,869-76.2% | $9,503-70.2% | $11,252-74.9% |