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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 | $15,372,673 | $54,370+28174.0% | $82,763+18474.3% | $68,490+22345.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 72.6%-72.6pp | 67.9%-67.9pp |
| Annual return | 0.21% | -13.67%+13.9pp | 702.45%-702.2pp | -7.85%+8.1pp |
| Employer contribution / active EE | $22,230 | $2,219+901.7% | $3,008+639.0% | $2,597+756.1% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,007,707 | $4,398+22812.4% | $5,325+18823.6% | $5,403+18551.2% |