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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 | $613,263 | $138,114+344.0% | $125,391+389.1% | $134,545+355.8% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | 43.18% | 750.88%-707.7pp | 572.41%-529.2pp | 418.37%-375.2pp |
| Employer contribution / active EE | $4,327 | $5,246-17.5% | $4,816-10.1% | $4,742-8.7% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $33,986 | $11,570+193.7% | $10,009+239.6% | $11,431+197.3% |