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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 | $447,483 | $150,447+197.4% | $136,298+228.3% | $147,586+203.2% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 6.00% | 1049.15%-1043.2pp | 5156.27%-5150.3pp | 578.59%-572.6pp |
| Employer contribution / active EE | $32,443 | $5,256+517.2% | $4,696+590.9% | $4,876+565.3% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,056 | $10,906-62.8% | $9,244-56.1% | $10,886-62.7% |