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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 | $902,379 | $171,492+426.2% | $150,734+498.7% | $198,609+354.4% |
| Participation rate | 0.0% | 81.4%-81.4pp | 78.4%-78.4pp | 82.4%-82.4pp |
| Annual return | 9.13% | 804.70%-795.6pp | 600.81%-591.7pp | 202.70%-193.6pp |
| Employer contribution / active EE | $175,452 | $5,470+3107.6% | $4,918+3467.4% | $5,055+3370.6% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,905,681 | $17,628+22055.9% | $14,905+26103.1% | $19,030+20423.5% |