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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 | $316,296 | $88,778+256.3% | $81,844+286.5% | $145,884+116.8% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 14.27% | 1033.03%-1018.8pp | 778.87%-764.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $12,303 | $3,087+298.5% | $2,916+321.9% | $4,662+163.9% |
| Participant deferral / active EE | $23,331 | $4,648+401.9% | $4,323+439.6% | $6,690+248.8% |
| Admin fee / account holder | $73,513 | $8,430+772.0% | $7,355+899.4% | $13,392+448.9% |