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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 | $878,686 | $113,941+671.2% | $94,229+832.5% | $125,389+600.8% |
| Participation rate | 0.0% | 82.9%-82.9pp | 78.8%-78.8pp | 83.2%-83.2pp |
| Annual return | -10.44% | 5.29%-15.7pp | 10.68%-21.1pp | 282.24%-292.7pp |
| Employer contribution / active EE | $12,020 | $4,727+154.3% | $3,587+235.1% | $4,866+147.0% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $10,280 | $8,392+22.5% | $6,269+64.0% | $9,541+7.7% |