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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 | $984,624 | $71,873+1269.9% | $86,698+1035.7% | $68,490+1337.6% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.6%-76.6pp | 67.9%-67.9pp |
| Annual return | -19.94% | 3.54%-23.5pp | 35.96%-55.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $2,705 | $2,173+24.5% | $2,837-4.6% | $2,597+4.2% |
| Participant deferral / active EE | $8,908 | $3,779+135.7% | $4,656+91.3% | $4,028+121.2% |
| Admin fee / account holder | $225,719 | $6,110+3594.0% | $7,492+2912.8% | $5,403+4077.7% |