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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 | $102,393+209.4% | $147,041+115.5% | $80,911+291.6% |
| Participation rate | 0.0% | 75.9%-75.9pp | 82.2%-82.2pp | 67.6%-67.6pp |
| Annual return | 11.21% | 134.95%-123.7pp | 419.21%-408.0pp | 35.63%-24.4pp |
| Employer contribution / active EE | $2,771 | $3,715-25.4% | $4,935-43.8% | $2,756+0.6% |
| Participant deferral / active EE | $9,512 | $6,647+43.1% | $8,071+17.9% | $4,297+121.3% |
| Admin fee / account holder | $56,357 | $7,943+609.5% | $13,006+333.3% | $6,935+712.7% |