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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 | $111,814+924.6% | $103,378+1008.2% | $145,978+684.8% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 4.20% | 24.80%-20.6pp | 24.91%-20.7pp | 550.52%-546.3pp |
| Employer contribution / active EE | $25,263 | $4,215+499.3% | $3,870+552.7% | $4,662+441.9% |
| Participant deferral / active EE | $68,463 | $5,618+1118.7% | $5,058+1253.6% | $6,690+923.4% |
| Admin fee / account holder | $114,647 | $9,764+1074.2% | $8,401+1264.7% | $13,400+755.6% |