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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 | $3,504,102 | $102,422+3321.2% | $147,117+2281.9% | $80,959+4228.2% |
| Participation rate | 0.0% | 75.9%-75.9pp | 82.2%-82.2pp | 67.7%-67.7pp |
| Annual return | 20.44% | 135.16%-114.7pp | 420.54%-400.1pp | 35.67%-15.2pp |
| Employer contribution / active EE | $15,938 | $3,717+328.7% | $4,932+223.1% | $2,757+478.1% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $324,192 | $7,953+3976.1% | $12,993+2395.2% | $6,925+4581.2% |