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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 | $5,689,108 | $91,179+6139.5% | $178,499+3087.2% | $79,852+7024.6% |
| Participation rate | 0.0% | 69.2%-69.2pp | 81.9%-81.9pp | 69.6%-69.6pp |
| Annual return | 14.58% | 24.19%-9.6pp | 151.10%-136.5pp | 31.72%-17.1pp |
| Employer contribution / active EE | $4,418 | $3,256+35.7% | $5,011-11.8% | $2,471+78.8% |
| Participant deferral / active EE | $2,920 | $3,236-9.7% | $5,202-43.9% | $3,740-21.9% |
| Admin fee / account holder | $43,974 | $6,749+551.6% | $13,986+214.4% | $5,306+728.7% |