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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 | $729,954 | $175,259+316.5% | $149,723+387.5% | $139,487+423.3% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 11.30% | 166.82%-155.5pp | 134.50%-123.2pp | 373.84%-362.5pp |
| Employer contribution / active EE | $18,300 | $5,478+234.0% | $4,821+279.6% | $4,755+284.9% |
| Participant deferral / active EE | $10,385 | $6,522+59.2% | $5,682+82.8% | $6,713+54.7% |
| Admin fee / account holder | $109,778 | $16,158+579.4% | $13,215+730.7% | $11,407+862.3% |