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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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,229,834 | $78,690+9087.8% | $161,489+4377.0% | $87,485+8164.1% |
| Participation rate | 3.3% | 67.5%-64.2pp | 78.7%-75.4pp | 68.9%-65.7pp |
| Annual return | -38.96% | 32.74%-71.7pp | 89.72%-128.7pp | 26.06%-65.0pp |
| Employer contribution / active EE | $14,495 | $2,588+460.0% | $4,268+239.6% | $2,596+458.3% |
| Participant deferral / active EE | $16,242 | $3,311+390.6% | $5,630+188.5% | $4,274+280.0% |
| Admin fee / account holder | $4,275,937 | $6,724+63496.4% | $16,006+26615.3% | $7,775+54897.6% |