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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 | $614,047 | $201,259+205.1% | $184,200+233.4% | $145,959+320.7% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 24.22% | 28.98%-4.8pp | 28.80%-4.6pp | 561.95%-537.7pp |
| Employer contribution / active EE | $2,421 | $7,018-65.5% | $6,424-62.3% | $4,661-48.1% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,391 | $16,372-91.5% | $13,907-90.0% | $13,398-89.6% |