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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 | $3,353,014 | $123,793+2608.6% | $177,840+1785.4% | $79,852+4099.1% |
| Participation rate | 0.0% | 84.7%-84.7pp | 87.7%-87.7pp | 69.6%-69.6pp |
| Annual return | -3.19% | 22.82%-26.0pp | 48.32%-51.5pp | 31.72%-34.9pp |
| Employer contribution / active EE | $4,292 | $4,095+4.8% | $5,919-27.5% | $2,471+73.7% |
| Participant deferral / active EE | $10,127 | $5,956+70.0% | $7,714+31.3% | $3,740+170.7% |
| Admin fee / account holder | $25,662 | $7,243+254.3% | $12,431+106.4% | $5,306+383.6% |