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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 | $2,387,667 | $111,785+2035.9% | $93,669+2449.1% | $145,877+1536.8% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 9.33% | 203.79%-194.5pp | 133.59%-124.3pp | 551.28%-542.0pp |
| Employer contribution / active EE | $2,010 | $3,096-35.1% | $2,424-17.1% | $4,663-56.9% |
| Participant deferral / active EE | $30,500 | $4,919+520.1% | $4,416+590.7% | $6,691+355.9% |
| Admin fee / account holder | $15,240 | $10,256+48.6% | $8,291+83.8% | $13,402+13.7% |