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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 | $323,549 | $162,136+99.6% | $152,301+112.4% | $154,746+109.1% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 17.39% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $15,541 | $4,890+217.8% | $4,624+236.1% | $4,379+254.9% |
| Participant deferral / active EE | $10,831 | $8,341+29.9% | $8,004+35.3% | $6,730+60.9% |
| Admin fee / account holder | $1,258 | $15,759-92.0% | $14,398-91.3% | $14,365-91.2% |