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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 | $1,022,812 | $54,757+1767.9% | $90,287+1032.8% | $72,986+1301.4% |
| Participation rate | 0.0% | 65.1%-65.1pp | 73.3%-73.3pp | 69.5%-69.5pp |
| Annual return | 13.07% | 30.63%-17.6pp | 78.10%-65.0pp | 81.01%-67.9pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,688 | $2,887+27.8% | $3,885-5.1% | $3,607+2.2% |
| Admin fee / account holder | $15,435 | $3,972+288.6% | $5,351+188.4% | $5,124+201.2% |