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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 | $623,805 | $80,983+670.3% | $96,544+546.1% | $75,177+729.8% |
| Participation rate | 0.0% | 71.8%-71.8pp | 76.0%-76.0pp | 67.2%-67.2pp |
| Annual return | 5.69% | 27.05%-21.4pp | 25.88%-20.2pp | 160.75%-155.1pp |
| Employer contribution / active EE | $5,987 | $2,282+162.3% | $2,966+101.8% | $2,671+124.2% |
| Participant deferral / active EE | $3,623 | $3,929-7.8% | $4,851-25.3% | $4,126-12.2% |
| Admin fee / account holder | $211,589 | $6,717+3050.3% | $8,254+2463.3% | $5,651+3644.1% |