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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 | $712,163 | $90,607+686.0% | $79,467+796.2% | $135,380+426.0% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | -3.94% | 977.74%-981.7pp | 718.30%-722.2pp | 519.81%-523.7pp |
| Employer contribution / active EE | $13,672 | $3,068+345.7% | $2,800+388.2% | $4,779+186.1% |
| Participant deferral / active EE | $27,375 | $4,050+575.9% | $3,704+639.1% | $5,609+388.1% |
| Admin fee / account holder | $80,055 | $5,895+1258.0% | $5,104+1468.4% | $10,828+639.3% |