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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 | $4,037,487 | $99,032+3977.0% | $80,022+4945.5% | $135,382+2882.3% |
| Participation rate | 0.0% | 78.4%-78.4pp | 75.8%-75.8pp | 82.6%-82.6pp |
| Annual return | 1.88% | 15.39%-13.5pp | 11.22%-9.3pp | 519.77%-517.9pp |
| Employer contribution / active EE | $15,948 | $3,043+424.0% | $2,468+546.2% | $4,779+233.7% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $171,324 | $10,436+1541.7% | $6,521+2527.2% | $10,829+1482.2% |