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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 | $1,054,103 | $138,114+663.2% | $125,391+740.7% | $134,545+683.5% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -20.45% | 750.88%-771.3pp | 572.41%-592.9pp | 418.37%-438.8pp |
| Employer contribution / active EE | $3,214 | $5,246-38.7% | $4,816-33.3% | $4,742-32.2% |
| Participant deferral / active EE | $12,264 | $7,801+57.2% | $7,448+64.7% | $6,401+91.6% |
| Admin fee / account holder | $81,528 | $11,570+604.6% | $10,009+714.6% | $11,431+613.2% |