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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 | $1,101,446 | $100,060+1000.8% | $149,721+635.7% | $70,126+1470.7% |
| Participation rate | 0.0% | 83.6%-83.6pp | 87.1%-87.1pp | 69.5%-69.5pp |
| Annual return | 11.09% | 27.46%-16.4pp | 1501.67%-1490.6pp | 73.15%-62.1pp |
| Employer contribution / active EE | $5,340 | $3,661+45.9% | $5,444-1.9% | $2,343+128.0% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $147,350 | $8,285+1678.5% | $11,282+1206.0% | $4,645+3071.9% |