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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 | $528,309 | $160,028+230.1% | $147,080+259.2% | $145,884+262.1% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 14.54% | 98.60%-84.1pp | 420.17%-405.6pp | 551.85%-537.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $17,333 | $8,422+105.8% | $8,066+114.9% | $6,690+159.1% |
| Admin fee / account holder | $636,686 | $15,030+4136.1% | $12,989+4801.8% | $13,392+4654.3% |