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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 | $72,426+875.0% | $67,560+945.2% | $145,897+384.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 9.92% | 7226.78%-7216.9pp | 3533.50%-3523.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,407 | $4,785+117.5% | $4,004+159.9% | $6,689+55.6% |
| Admin fee / account holder | $61,613 | $5,514+1017.4% | $3,994+1442.6% | $13,390+360.1% |