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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 | $316,815 | $102,422+209.3% | $147,117+115.3% | $80,959+291.3% |
| Participation rate | 0.0% | 75.9%-75.9pp | 82.2%-82.2pp | 67.7%-67.7pp |
| Annual return | 11.21% | 135.16%-123.9pp | 420.54%-409.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $2,771 | $3,717-25.5% | $4,932-43.8% | $2,757+0.5% |
| Participant deferral / active EE | $9,512 | $6,652+43.0% | $8,065+17.9% | $4,300+121.2% |
| Admin fee / account holder | $56,357 | $7,953+608.6% | $12,993+333.8% | $6,925+713.8% |