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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 | $183,539+42.2% | $155,556+67.8% | $145,897+78.9% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 19.55% | 61.31%-41.8pp | 64.84%-45.3pp | 552.29%-532.7pp |
| Employer contribution / active EE | $2,229 | $5,315-58.1% | $4,675-52.3% | $4,663-52.2% |
| Participant deferral / active EE | $3,286 | $6,467-49.2% | $5,631-41.6% | $6,689-50.9% |
| Admin fee / account holder | $2,589 | $19,275-86.6% | $15,885-83.7% | $13,390-80.7% |