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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 | $499,218 | $82,288+506.7% | $68,794+625.7% | $134,509+271.1% |
| Participation rate | 0.0% | 75.1%-75.1pp | 69.0%-69.0pp | 81.2%-81.2pp |
| Annual return | -15.18% | -2.19%-13.0pp | -6.37%-8.8pp | 418.13%-433.3pp |
| Employer contribution / active EE | $1,170 | $3,301-64.6% | $2,656-55.9% | $4,741-75.3% |
| Participant deferral / active EE | $6,750 | $4,738+42.5% | $3,941+71.3% | $6,400+5.5% |
| Admin fee / account holder | $249,853 | $6,482+3754.7% | $4,934+4963.4% | $11,427+2086.6% |