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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 | $673,343 | $103,000+553.7% | $90,300+645.7% | $152,885+340.4% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 13.32% | 95.19%-81.9pp | 78.11%-64.8pp | 345.39%-332.1pp |
| Employer contribution / active EE | $25,001 | $3,138+696.6% | $2,854+776.0% | $4,763+424.9% |
| Participant deferral / active EE | $25,001 | $4,281+484.1% | $3,884+543.6% | $5,851+327.3% |
| Admin fee / account holder | $809,939 | $6,173+13019.7% | $5,353+15030.8% | $11,598+6883.4% |