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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 | $154,228+109.8% | $145,433+122.5% | $137,256+135.7% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 17.39% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $15,541 | $4,804+223.5% | $4,554+241.2% | $4,156+273.9% |
| Participant deferral / active EE | $10,831 | $8,216+31.8% | $7,897+37.2% | $6,407+69.1% |
| Admin fee / account holder | $1,258 | $14,344-91.2% | $13,129-90.4% | $12,270-89.7% |