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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 | $2,787,428 | $146,267+1805.7% | $197,124+1314.0% | $82,448+3280.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 86.7%-86.7pp | 68.1%-68.1pp |
| Annual return | 12.98% | 29.61%-16.6pp | 44.34%-31.4pp | 41.64%-28.7pp |
| Employer contribution / active EE | $12,175 | $4,723+157.8% | $6,227+95.5% | $2,551+377.3% |
| Participant deferral / active EE | $11,513 | $7,035+63.7% | $9,135+26.0% | $4,139+178.1% |
| Admin fee / account holder | $18,610 | $14,422+29.0% | $16,298+14.2% | $7,234+157.2% |