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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 | $6,040,465 | $102,595+5787.7% | $94,057+6322.1% | $154,746+3803.5% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 21.30% | 583.42%-562.1pp | 480.62%-459.3pp | 172.34%-151.0pp |
| Employer contribution / active EE | $21,526 | $3,147+584.0% | $2,933+633.9% | $4,379+391.6% |
| Participant deferral / active EE | $4,331 | $5,118-15.4% | $4,709-8.0% | $6,730-35.7% |
| Admin fee / account holder | $56,070 | $7,736+624.8% | $7,244+674.0% | $14,365+290.3% |