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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 | $72,446+874.8% | $67,561+945.2% | $145,877+384.1% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 9.92% | 7211.98%-7202.1pp | 3525.44%-3515.5pp | 551.28%-541.4pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,407 | $4,785+117.5% | $4,003+160.0% | $6,691+55.5% |
| Admin fee / account holder | $61,613 | $5,541+1011.9% | $4,006+1438.2% | $13,402+359.7% |