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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 | $261,004 | $183,592+42.2% | $155,574+67.8% | $145,877+78.9% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 19.55% | 61.37%-41.8pp | 64.87%-45.3pp | 551.28%-531.7pp |
| Employer contribution / active EE | $2,229 | $5,317-58.1% | $4,676-52.3% | $4,663-52.2% |
| Participant deferral / active EE | $3,286 | $6,466-49.2% | $5,629-41.6% | $6,691-50.9% |
| Admin fee / account holder | $2,589 | $19,316-86.6% | $15,914-83.7% | $13,402-80.7% |