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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 | $814,203 | $160,070+408.7% | $147,117+453.4% | $145,897+458.1% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 13.62% | 98.69%-85.1pp | 420.54%-406.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $9,069 | $5,285+71.6% | $4,932+83.9% | $4,663+94.5% |
| Participant deferral / active EE | $15,846 | $8,419+88.2% | $8,065+96.5% | $6,689+136.9% |
| Admin fee / account holder | $8,201 | $15,035-45.5% | $12,993-36.9% | $13,390-38.8% |