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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 | $2,431,896 | $94,529+2472.6% | $140,019+1636.8% | $64,173+3689.6% |
| Participation rate | 0.0% | 84.1%-84.1pp | 87.5%-87.5pp | 69.6%-69.6pp |
| Annual return | -3.46% | 7.77%-11.2pp | 651.15%-654.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $5,908 | $3,812+55.0% | $5,605+5.4% | $2,381+148.1% |
| Participant deferral / active EE | $2,863 | $5,250-45.5% | $6,927-58.7% | $3,470-17.5% |
| Admin fee / account holder | $1,455,992 | $6,741+21499.4% | $10,705+13500.6% | $4,887+29691.0% |