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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 | $81,457+9563.2% | $103,378+7514.1% | $80,911+9628.4% |
| Participation rate | 0.0% | 66.8%-66.8pp | 74.5%-74.5pp | 67.6%-67.6pp |
| Annual return | -29.18% | 25.58%-54.8pp | 24.91%-54.1pp | 35.63%-64.8pp |
| Employer contribution / active EE | $2,120 | $3,107-31.8% | $3,870-45.2% | $2,756-23.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,480,973 | $6,717+21949.3% | $8,401+17528.9% | $6,935+21256.2% |