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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 | $3,082,269 | $138,114+2131.7% | $125,391+2358.1% | $134,545+2190.9% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -22.69% | 750.88%-773.6pp | 572.41%-595.1pp | 418.37%-441.1pp |
| Employer contribution / active EE | $1,054 | $5,246-79.9% | $4,816-78.1% | $4,742-77.8% |
| Participant deferral / active EE | $4,478 | $7,801-42.6% | $7,448-39.9% | $6,401-30.0% |
| Admin fee / account holder | $851,539 | $11,570+7259.8% | $10,009+8408.0% | $11,431+7349.6% |