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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 | $495,347 | $103,038+380.7% | $90,324+448.4% | $152,909+223.9% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 6.13% | 95.25%-89.1pp | 78.15%-72.0pp | 345.46%-339.3pp |
| Employer contribution / active EE | $31,976 | $3,141+918.2% | $2,856+1019.7% | $4,764+571.2% |
| Participant deferral / active EE | $43,251 | $4,282+910.1% | $3,885+1013.2% | $5,851+639.2% |
| Admin fee / account holder | $6,903 | $6,177+11.8% | $5,356+28.9% | $11,601-40.5% |