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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 | $944,957 | $167,362+464.6% | $143,799+557.1% | $134,532+602.4% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -17.36% | 0.47%-17.8pp | -0.04%-17.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $28,812 | $5,620+412.6% | $4,952+481.8% | $4,741+507.7% |
| Participant deferral / active EE | $24,061 | $6,447+273.2% | $5,638+326.7% | $6,401+275.9% |
| Admin fee / account holder | $41,842 | $18,094+131.2% | $14,677+185.1% | $11,429+266.1% |