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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 | $16,668,523 | $106,749+15514.6% | $145,433+11361.3% | $82,448+20117.1% |
| Participation rate | 0.0% | 75.6%-75.6pp | 82.1%-82.1pp | 68.1%-68.1pp |
| Annual return | 9.07% | 27.59%-18.5pp | 66.58%-57.5pp | 41.64%-32.6pp |
| Employer contribution / active EE | $31,667 | $3,444+819.4% | $4,554+595.3% | $2,551+1141.4% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,734,911 | $8,390+20578.5% | $13,129+13114.3% | $7,234+23881.6% |