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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 | $2,232,906 | $190,879+1069.8% | $160,009+1295.5% | $134,532+1559.8% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.0%-78.0pp | 81.2%-81.2pp |
| Annual return | -18.04% | 552.63%-570.7pp | 408.85%-426.9pp | 418.27%-436.3pp |
| Employer contribution / active EE | $28,000 | $4,995+460.6% | $4,225+562.7% | $4,741+490.6% |
| Participant deferral / active EE | $27,000 | $6,924+289.9% | $6,183+336.7% | $6,401+321.8% |
| Admin fee / account holder | $9,947 | $10,495-5.2% | $8,715+14.1% | $11,429-13.0% |