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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 | $301,233 | $112,933+166.7% | $90,970+231.1% | $158,982+89.5% |
| Participation rate | 0.0% | 74.7%-74.7pp | 69.0%-69.0pp | 82.0%-82.0pp |
| Annual return | 4.77% | 215.82%-211.1pp | 134.60%-129.8pp | 302.99%-298.2pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,411 | $4,128+128.0% | $3,373+179.0% | $5,983+57.3% |
| Admin fee / account holder | $224,068 | $8,047+2684.6% | $5,961+3658.9% | $11,252+1891.4% |