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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 | $1,642,197 | $45,043+3545.9% | $63,005+2506.5% | $70,124+2241.8% |
| Participation rate | 0.0% | 69.5%-69.5pp | 74.8%-74.8pp | 69.5%-69.5pp |
| Annual return | 47.74% | 18.76%+29.0pp | 87.59%-39.9pp | 73.14%-25.4pp |
| Employer contribution / active EE | $9,326 | $2,052+354.5% | $2,760+237.9% | $2,342+298.1% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,388 | $2,833-15.7% | $3,599-33.7% | $4,645-48.6% |