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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 | $2,339,192 | $148,582+1474.3% | $135,942+1620.7% | $139,456+1577.4% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 5.20% | 79.26%-74.1pp | 68.28%-63.1pp | 373.45%-368.3pp |
| Employer contribution / active EE | $1,631 | $5,245-68.9% | $4,858-66.4% | $4,753-65.7% |
| Participant deferral / active EE | $3,558 | $8,101-56.1% | $7,759-54.1% | $6,711-47.0% |
| Admin fee / account holder | $1,034,533 | $12,402+8241.5% | $10,764+9511.0% | $11,407+8969.3% |