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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 | $342,366 | $109,905+211.5% | $98,506+247.6% | $167,553+104.3% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 35.21% | 1960.20%-1925.0pp | 1494.92%-1459.7pp | 478.89%-443.7pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,800 | $4,674-18.7% | $4,277-11.2% | $6,343-40.1% |
| Admin fee / account holder | $13,104 | $6,760+93.8% | $5,955+120.1% | $12,316+6.4% |