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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 | $649,969 | $100,811+544.7% | $86,698+649.7% | $134,545+383.1% |
| Participation rate | 0.0% | 79.0%-79.0pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | -20.37% | 29.11%-49.5pp | 35.96%-56.3pp | 418.37%-438.7pp |
| Employer contribution / active EE | $1,271 | $3,490-63.6% | $2,837-55.2% | $4,742-73.2% |
| Participant deferral / active EE | $3,031 | $5,339-43.2% | $4,656-34.9% | $6,401-52.7% |
| Admin fee / account holder | $29,100 | $10,926+166.3% | $7,492+288.4% | $11,431+154.6% |