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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 | $485,335 | $65,555+640.3% | $86,216+462.9% | $75,173+545.6% |
| Participation rate | 0.0% | 60.5%-60.5pp | 69.0%-69.0pp | 67.2%-67.2pp |
| Annual return | 5.20% | 46.07%-40.9pp | 1169.42%-1164.2pp | 160.72%-155.5pp |
| Employer contribution / active EE | $2,391 | $1,553+53.9% | $2,382+0.4% | $2,671-10.5% |
| Participant deferral / active EE | $10,456 | $3,023+245.8% | $3,986+162.3% | $4,126+153.4% |
| Admin fee / account holder | $4,498,468 | $5,469+82152.8% | $6,853+65538.7% | $5,651+79511.1% |