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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 | $102,385+3322.5% | $147,080+2282.4% | $80,935+4229.5% |
| Participation rate | 0.0% | 75.9%-75.9pp | 82.2%-82.2pp | 67.7%-67.7pp |
| Annual return | 20.44% | 135.09%-114.7pp | 420.17%-399.7pp | 35.66%-15.2pp |
| Employer contribution / active EE | $15,938 | $3,717+328.8% | $4,933+223.1% | $2,757+478.2% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $324,192 | $7,951+3977.2% | $12,989+2395.9% | $6,924+4581.9% |