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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 | $17,079,630 | $91,179+18631.9% | $178,499+9468.5% | $79,852+21289.2% |
| Participation rate | 0.0% | 69.2%-69.2pp | 81.9%-81.9pp | 69.6%-69.6pp |
| Annual return | 7.23% | 24.19%-17.0pp | 151.10%-143.9pp | 31.72%-24.5pp |
| Employer contribution / active EE | $13,808 | $3,256+324.1% | $5,011+175.5% | $2,471+458.8% |
| Participant deferral / active EE | $1,900 | $3,236-41.3% | $5,202-63.5% | $3,740-49.2% |
| Admin fee / account holder | $7,196,401 | $6,749+106536.9% | $13,986+51353.4% | $5,306+135521.0% |