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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 | $797,799 | $160,040+398.5% | $147,096+442.4% | $145,877+446.9% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 11.76% | 98.49%-86.7pp | 419.75%-408.0pp | 551.28%-539.5pp |
| Employer contribution / active EE | $8,100 | $5,289+53.1% | $4,936+64.1% | $4,663+73.7% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $7,522 | $15,050-50.0% | $13,005-42.2% | $13,402-43.9% |