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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 | $624,880 | $150,447+315.3% | $136,298+358.5% | $147,586+323.4% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 20.25% | 1049.15%-1028.9pp | 5156.27%-5136.0pp | 578.59%-558.3pp |
| Employer contribution / active EE | $2,557 | $5,256-51.4% | $4,696-45.6% | $4,876-47.6% |
| Participant deferral / active EE | $3,925 | $6,631-40.8% | $6,247-37.2% | $5,439-27.8% |
| Admin fee / account holder | $7,888 | $10,906-27.7% | $9,244-14.7% | $10,886-27.5% |