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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 | $253,562 | $100,073+153.4% | $85,126+197.9% | $145,877+73.8% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 6.14% | 84.11%-78.0pp | 66.63%-60.5pp | 551.28%-545.1pp |
| Employer contribution / active EE | $13,482 | $3,236+316.6% | $2,731+393.6% | $4,663+189.1% |
| Participant deferral / active EE | $61,458 | $5,294+1060.8% | $4,523+1258.7% | $6,691+818.6% |
| Admin fee / account holder | $346,276 | $7,261+4669.0% | $6,160+5521.1% | $13,402+2483.7% |