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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 | $388,918 | $48,327+704.8% | $67,575+475.5% | $80,935+380.5% |
| Participation rate | 0.0% | 66.4%-66.4pp | 72.9%-72.9pp | 67.7%-67.7pp |
| Annual return | 10.67% | 18.31%-7.6pp | 3528.98%-3518.3pp | 35.66%-25.0pp |
| Employer contribution / active EE | $2,074 | $2,022+2.6% | $2,736-24.2% | $2,757-24.8% |
| Participant deferral / active EE | $3,110 | $2,927+6.2% | $4,003-22.3% | $4,299-27.7% |
| Admin fee / account holder | $27,706 | $3,692+650.4% | $3,993+593.9% | $6,924+300.1% |