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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 | $355,197 | $165,939+114.1% | $122,354+190.3% | $147,586+140.7% |
| Participation rate | 0.0% | 79.6%-79.6pp | 71.6%-71.6pp | 82.8%-82.8pp |
| Annual return | 1.46% | 34.56%-33.1pp | 30.28%-28.8pp | 578.59%-577.1pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $20,000 | $4,005+399.3% | $3,287+508.4% | $5,439+267.7% |
| Admin fee / account holder | $1,799 | $7,425-75.8% | $5,479-67.2% | $10,886-83.5% |