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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 | $614,470 | $169,356+262.8% | $129,406+374.8% | $145,897+321.2% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 2.86% | 14418.62%-14415.8pp | 9468.18%-9465.3pp | 552.29%-549.4pp |
| Employer contribution / active EE | $27,500 | $5,542+396.2% | $4,155+561.8% | $4,663+489.8% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $27,407 | $9,915+176.4% | $7,689+256.5% | $13,390+104.7% |