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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 | $1,172,776 | $157,304+645.5% | $141,197+730.6% | $152,909+667.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 5.22% | 64.34%-59.1pp | 71.41%-66.2pp | 345.46%-340.2pp |
| Employer contribution / active EE | $3,576 | $5,263-32.0% | $4,736-24.5% | $4,764-24.9% |
| Participant deferral / active EE | $4,623 | $7,111-35.0% | $6,710-31.1% | $5,851-21.0% |
| Admin fee / account holder | $49,144 | $12,126+305.3% | $10,265+378.8% | $11,601+323.6% |