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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 | $419,708 | $99,011+323.9% | $86,582+384.8% | $147,586+184.4% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 12.91% | 1312.75%-1299.8pp | 965.08%-952.2pp | 578.59%-565.7pp |
| Employer contribution / active EE | $15,892 | $3,132+407.4% | $2,839+459.7% | $4,876+225.9% |
| Participant deferral / active EE | $14,393 | $3,972+262.3% | $3,609+298.8% | $5,439+164.6% |
| Admin fee / account holder | $48,041 | $5,709+741.5% | $4,904+879.6% | $10,886+341.3% |