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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 | $7,561,778 | $101,063+7382.2% | $81,473+9181.4% | $147,586+5023.6% |
| Participation rate | 0.0% | 74.5%-74.5pp | 68.0%-68.0pp | 82.8%-82.8pp |
| Annual return | 14.30% | 32.41%-18.1pp | 38.78%-24.5pp | 578.59%-564.3pp |
| Employer contribution / active EE | $10,005 | $3,206+212.1% | $2,568+289.6% | $4,876+105.2% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $323,240 | $5,812+5461.2% | $4,561+6986.6% | $10,886+2869.4% |