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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 | $13,839,726 | $93,617+14683.3% | $135,982+10077.6% | $75,177+18309.4% |
| Participation rate | 0.0% | 75.2%-75.2pp | 81.9%-81.9pp | 67.2%-67.2pp |
| Annual return | 27.56% | 30.89%-3.3pp | 68.32%-40.8pp | 160.75%-133.2pp |
| Employer contribution / active EE | $17,143 | $3,538+384.5% | $4,859+252.8% | $2,671+541.8% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $650,033 | $6,980+9213.4% | $10,767+5937.1% | $5,651+11402.3% |