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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 | $1,334,318 | $58,258+2190.4% | $81,820+1530.8% | $80,925+1548.8% |
| Participation rate | 0.0% | 63.5%-63.5pp | 72.4%-72.4pp | 67.7%-67.7pp |
| Annual return | 58.15% | 41.76%+16.4pp | 777.93%-719.8pp | 35.65%+22.5pp |
| Employer contribution / active EE | $16,410 | $2,345+599.7% | $2,915+462.9% | $2,756+495.4% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $38,921 | $4,976+682.1% | $7,391+426.6% | $6,940+460.8% |