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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 | $2,145,638 | $76,551+2702.9% | $123,894+1631.8% | $62,881+3312.2% |
| Participation rate | 0.0% | 73.0%-73.0pp | 81.4%-81.4pp | 69.3%-69.3pp |
| Annual return | -0.01% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.2pp |
| Employer contribution / active EE | $3,370 | $2,882+16.9% | $4,617-27.0% | $2,281+47.7% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $155,196 | $4,826+3116.0% | $8,357+1757.0% | $4,296+3512.8% |