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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 | $387,554 | $100,911+284.1% | $90,440+328.5% | $158,966+143.8% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 4.94% | 1726.62%-1721.7pp | 1294.38%-1289.4pp | 302.95%-298.0pp |
| Employer contribution / active EE | $16,702 | $3,690+352.6% | $3,263+411.9% | $4,762+250.7% |
| Participant deferral / active EE | $16,000 | $4,348+267.9% | $3,964+303.7% | $5,983+167.4% |
| Admin fee / account holder | $150,019 | $6,507+2205.4% | $5,615+2571.8% | $11,250+1233.5% |