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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 | $527,973 | $183,592+187.6% | $155,574+239.4% | $145,877+261.9% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 24.71% | 61.37%-36.7pp | 64.87%-40.2pp | 551.28%-526.6pp |
| Employer contribution / active EE | $1,044 | $5,317-80.4% | $4,676-77.7% | $4,663-77.6% |
| Participant deferral / active EE | $2,060 | $6,466-68.1% | $5,629-63.4% | $6,691-69.2% |
| Admin fee / account holder | $1,636 | $19,316-91.5% | $15,914-89.7% | $13,402-87.8% |