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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 | $337,471 | $211,288+59.7% | $178,540+89.0% | $145,884+131.3% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 12.28% | 30.27%-18.0pp | 27.15%-14.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $5,095 | $4,574+11.4% | $3,953+28.9% | $4,662+9.3% |
| Participant deferral / active EE | $12,217 | $6,967+75.4% | $6,281+94.5% | $6,690+82.6% |
| Admin fee / account holder | $6,092 | $12,105-49.7% | $10,424-41.6% | $13,392-54.5% |