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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 | $76,407+9362.2% | $150,298+4710.3% | $82,448+8669.0% |
| Participation rate | 3.3% | 66.4%-63.1pp | 77.8%-74.5pp | 68.1%-64.8pp |
| Annual return | -38.96% | 39.99%-79.0pp | 62.79%-101.7pp | 41.64%-80.6pp |
| Employer contribution / active EE | $14,495 | $2,614+454.5% | $4,154+248.9% | $2,551+468.2% |
| Participant deferral / active EE | $16,242 | $3,214+405.3% | $5,453+197.9% | $4,139+292.4% |
| Admin fee / account holder | $4,275,937 | $6,352+67216.5% | $14,116+30191.9% | $7,234+59006.0% |