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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 | $3,363,291 | $71,872+4579.6% | $86,691+3779.6% | $68,495+4810.3% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.6%-76.6pp | 67.9%-67.9pp |
| Annual return | 10.13% | 3.53%+6.6pp | 35.94%-25.8pp | -7.84%+18.0pp |
| Employer contribution / active EE | $10,936 | $2,173+403.3% | $2,837+285.5% | $2,596+321.2% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $21,189 | $6,112+246.7% | $7,492+182.8% | $5,403+292.2% |