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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 | $914,642 | $77,920+1073.8% | $149,723+510.9% | $75,177+1116.6% |
| Participation rate | 0.0% | 65.6%-65.6pp | 78.8%-78.8pp | 67.2%-67.2pp |
| Annual return | 9.85% | 31.72%-21.9pp | 134.50%-124.6pp | 160.75%-150.9pp |
| Employer contribution / active EE | $12,361 | $3,138+293.9% | $4,821+156.4% | $2,671+362.8% |
| Participant deferral / active EE | $6,564 | $3,411+92.4% | $5,682+15.5% | $4,126+59.1% |
| Admin fee / account holder | $10,794 | $5,951+81.4% | $13,215-18.3% | $5,651+91.0% |