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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 | $2,246,343 | $82,678+2617.0% | $125,391+1691.5% | $68,490+3179.8% |
| Participation rate | 0.0% | 75.1%-75.1pp | 82.4%-82.4pp | 67.9%-67.9pp |
| Annual return | -3.24% | -5.97%+2.7pp | 572.41%-575.7pp | -7.85%+4.6pp |
| Employer contribution / active EE | $24,408 | $3,382+621.7% | $4,816+406.8% | $2,597+840.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $359,910 | $6,277+5633.4% | $10,009+3496.0% | $5,403+6561.4% |