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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 | $684,449 | $160,028+327.7% | $147,080+365.4% | $145,884+369.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 16.04% | 98.60%-82.6pp | 420.17%-404.1pp | 551.85%-535.8pp |
| Employer contribution / active EE | $8,879 | $5,286+68.0% | $4,933+80.0% | $4,662+90.4% |
| Participant deferral / active EE | $23,687 | $8,422+181.2% | $8,066+193.6% | $6,690+254.1% |
| Admin fee / account holder | $89,531 | $15,030+495.7% | $12,989+589.3% | $13,392+568.5% |