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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 | $613,202 | $92,766+561.0% | $82,763+640.9% | $134,545+355.8% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -11.01% | 946.97%-958.0pp | 702.45%-713.5pp | 418.37%-429.4pp |
| Employer contribution / active EE | $8,438 | $3,273+157.8% | $3,008+180.5% | $4,742+77.9% |
| Participant deferral / active EE | $7,633 | $4,802+58.9% | $4,395+73.7% | $6,401+19.2% |
| Admin fee / account holder | $529 | $5,978-91.2% | $5,325-90.1% | $11,431-95.4% |