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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 | $256,278 | $167,353+53.1% | $143,797+78.2% | $134,545+90.5% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -20.18% | 0.48%-20.7pp | -0.04%-20.1pp | 418.37%-438.6pp |
| Employer contribution / active EE | $3,637 | $5,620-35.3% | $4,952-26.6% | $4,742-23.3% |
| Participant deferral / active EE | $8,783 | $6,447+36.2% | $5,638+55.8% | $6,401+37.2% |
| Admin fee / account holder | $1,668 | $18,096-90.8% | $14,679-88.6% | $11,431-85.4% |