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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 | $422,888 | $198,462+113.1% | $170,439+148.1% | $147,585+186.5% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | -0.26% | 257.30%-257.6pp | 205.94%-206.2pp | 578.58%-578.8pp |
| Employer contribution / active EE | $54,000 | $6,184+773.3% | $5,433+894.0% | $4,876+1007.4% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,938,104 | $16,852+17334.8% | $13,881+21067.0% | $10,886+26890.9% |