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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 | $275,628 | $104,544+163.6% | $76,657+259.6% | $152,897+80.3% |
| Participation rate | 0.0% | 76.6%-76.6pp | 72.1%-72.1pp | 82.5%-82.5pp |
| Annual return | 17.53% | 1014.36%-996.8pp | 1166.74%-1149.2pp | 345.43%-327.9pp |
| Employer contribution / active EE | $4,277 | $3,118+37.2% | $2,303+85.8% | $4,764-10.2% |
| Participant deferral / active EE | $7,210 | $4,236+70.2% | $3,335+116.2% | $5,851+23.2% |
| Admin fee / account holder | $1,361 | $12,286-88.9% | $6,423-78.8% | $11,599-88.3% |