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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 | $670,894 | $129,737+417.1% | $119,126+463.2% | $154,746+333.5% |
| Participation rate | 0.0% | 78.9%-78.9pp | 75.8%-75.8pp | 80.7%-80.7pp |
| Annual return | 13.21% | 379.08%-365.9pp | 282.11%-268.9pp | 172.34%-159.1pp |
| Employer contribution / active EE | $18,580 | $4,375+324.7% | $4,034+360.6% | $4,379+324.3% |
| Participant deferral / active EE | $23,000 | $5,842+293.7% | $5,318+332.5% | $6,730+241.7% |
| Admin fee / account holder | $276,133 | $11,961+2208.7% | $10,693+2482.3% | $14,365+1822.2% |