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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 | $318,266 | $100,811+215.7% | $86,698+267.1% | $134,545+136.6% |
| Participation rate | 0.0% | 79.0%-79.0pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | -22.99% | 29.11%-52.1pp | 35.96%-59.0pp | 418.37%-441.4pp |
| Employer contribution / active EE | $4,981 | $3,490+42.7% | $2,837+75.6% | $4,742+5.1% |
| Participant deferral / active EE | $8,610 | $5,339+61.2% | $4,656+84.9% | $6,401+34.5% |
| Admin fee / account holder | $86,522 | $10,926+691.9% | $7,492+1054.9% | $11,431+656.9% |