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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 | $291,152 | $157,296+85.1% | $141,191+106.2% | $152,897+90.4% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 13.12% | 64.34%-51.2pp | 71.41%-58.3pp | 345.43%-332.3pp |
| Employer contribution / active EE | $6,240 | $5,262+18.6% | $4,736+31.8% | $4,764+31.0% |
| Participant deferral / active EE | $19,000 | $7,111+167.2% | $6,710+183.2% | $5,851+224.7% |
| Admin fee / account holder | $1,833 | $12,125-84.9% | $10,264-82.1% | $11,599-84.2% |