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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 | $706,168 | $72,396+875.4% | $67,511+946.0% | $145,959+383.8% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 9.92% | 7194.07%-7184.2pp | 3517.41%-3507.5pp | 561.95%-552.0pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $10,407 | $4,781+117.7% | $4,000+160.2% | $6,689+55.6% |
| Admin fee / account holder | $61,613 | $5,538+1012.5% | $3,999+1440.8% | $13,398+359.9% |