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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 | $808,873 | $174,379+363.9% | $152,093+431.8% | $138,895+482.4% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.8%-77.8pp | 79.9%-79.9pp |
| Annual return | 13.56% | 74.86%-61.3pp | 66.36%-52.8pp | 145.39%-131.8pp |
| Employer contribution / active EE | $2,890 | $4,652-37.9% | $4,175-30.8% | $4,194-31.1% |
| Participant deferral / active EE | $9,618 | $6,159+56.2% | $5,451+76.4% | $6,396+50.4% |
| Admin fee / account holder | $3,578 | $16,880-78.8% | $14,497-75.3% | $12,562-71.5% |