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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 | $4,009,822 | $70,475+5589.7% | $100,530+3888.7% | $79,858+4921.2% |
| Participation rate | 0.0% | 73.7%-73.7pp | 79.4%-79.4pp | 69.6%-69.6pp |
| Annual return | 11.80% | 21.90%-10.1pp | 30.89%-19.1pp | 31.72%-19.9pp |
| Employer contribution / active EE | $1,032 | $2,165-52.3% | $3,418-69.8% | $2,471-58.2% |
| Participant deferral / active EE | $6,077 | $5,181+17.3% | $6,271-3.1% | $3,740+62.5% |
| Admin fee / account holder | $45,934 | $4,478+925.7% | $8,083+468.3% | $5,306+765.7% |