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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 | $18,689,352 | $72,486+25683.5% | $87,103+21356.7% | $72,976+25510.3% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.9%-76.9pp | 69.5%-69.5pp |
| Annual return | 63.20% | 24.46%+38.7pp | 28.19%+35.0pp | 81.02%-17.8pp |
| Employer contribution / active EE | $14,635 | $1,894+672.7% | $2,521+480.4% | $2,440+499.8% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $450,163 | $5,055+8806.1% | $7,491+5909.0% | $5,124+8685.2% |