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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 | $410,529 | $184,000+123.1% | $162,185+153.1% | $152,909+168.5% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.6%-87.6pp | 82.5%-82.5pp |
| Annual return | 32.44% | 150.80%-118.4pp | 115.61%-83.2pp | 345.46%-313.0pp |
| Employer contribution / active EE | $31,773 | $6,370+398.8% | $5,613+466.0% | $4,764+567.0% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,651 | $13,124-18.8% | $10,844-1.8% | $11,601-8.2% |