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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 | $106,524+15547.6% | $152,301+10844.4% | $87,485+18953.1% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.4%-82.4pp | 68.9%-68.9pp |
| Annual return | 9.07% | 26.89%-17.8pp | 80.50%-71.4pp | 26.06%-17.0pp |
| Employer contribution / active EE | $31,667 | $3,371+839.3% | $4,624+584.8% | $2,596+1119.7% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,734,911 | $8,287+20836.1% | $14,398+11949.8% | $7,775+22214.6% |