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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 | $767,995 | $175,259+338.2% | $149,723+412.9% | $139,487+450.6% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 16.67% | 166.82%-150.2pp | 134.50%-117.8pp | 373.84%-357.2pp |
| Employer contribution / active EE | $4,169 | $5,478-23.9% | $4,821-13.5% | $4,755-12.3% |
| Participant deferral / active EE | $5,026 | $6,522-22.9% | $5,682-11.6% | $6,713-25.1% |
| Admin fee / account holder | $263,285 | $16,158+1529.4% | $13,215+1892.3% | $11,407+2208.0% |