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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 | $1,574,741 | $72,486+2072.5% | $87,103+1707.9% | $72,976+2057.9% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.9%-76.9pp | 69.5%-69.5pp |
| Annual return | 24.78% | 24.46%+0.3pp | 28.19%-3.4pp | 81.02%-56.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,917 | $3,270-10.8% | $4,049-27.9% | $3,608-19.1% |
| Admin fee / account holder | $26,798 | $5,055+430.2% | $7,491+257.7% | $5,124+423.0% |