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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 | $264,768 | $115,810+128.6% | $101,271+161.4% | $158,966+66.6% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.8%-75.8pp | 82.0%-82.0pp |
| Annual return | 7.05% | 56.15%-49.1pp | 46.48%-39.4pp | 302.95%-295.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,717 | $4,958+35.5% | $4,371+53.7% | $5,983+12.3% |
| Admin fee / account holder | $9,154 | $7,248+26.3% | $5,948+53.9% | $11,250-18.6% |