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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 | $7,282,718 | $72,273+9976.7% | $101,275+7091.0% | $79,856+9019.8% |
| Participation rate | 0.0% | 68.5%-68.5pp | 75.8%-75.8pp | 69.6%-69.6pp |
| Annual return | 80.94% | 22.30%+58.6pp | 46.48%+34.5pp | 31.71%+49.2pp |
| Employer contribution / active EE | $12,261 | $2,691+355.6% | $3,660+235.0% | $2,471+396.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $87,052 | $4,401+1877.9% | $5,948+1363.5% | $5,306+1540.5% |