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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 | $1,145,593 | $110,379+937.9% | $102,412+1018.6% | $145,884+685.3% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 4.20% | 24.84%-20.6pp | 24.94%-20.7pp | 551.85%-547.6pp |
| Employer contribution / active EE | $25,263 | $4,216+499.2% | $3,870+552.8% | $4,662+441.9% |
| Participant deferral / active EE | $68,463 | $5,622+1117.8% | $5,060+1253.0% | $6,690+923.4% |
| Admin fee / account holder | $114,647 | $9,745+1076.5% | $8,388+1266.9% | $13,392+756.1% |