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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 | $7,871,311 | $81,487+9559.5% | $102,412+7585.9% | $80,935+9625.4% |
| Participation rate | 0.0% | 66.8%-66.8pp | 74.5%-74.5pp | 67.7%-67.7pp |
| Annual return | -29.18% | 25.60%-54.8pp | 24.94%-54.1pp | 35.66%-64.8pp |
| Employer contribution / active EE | $2,120 | $3,103-31.7% | $3,870-45.2% | $2,757-23.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,480,973 | $6,717+21947.1% | $8,388+17556.7% | $6,924+21287.8% |