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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 | $353,488 | $56,054+530.6% | $171,082+106.6% | $62,881+462.2% |
| Participation rate | 0.0% | 62.9%-62.9pp | 76.7%-76.7pp | 69.3%-69.3pp |
| Annual return | 3.66% | 22.52%-18.9pp | 32.56%-28.9pp | 20.14%-16.5pp |
| Employer contribution / active EE | $4,627 | $1,731+167.3% | $4,002+15.6% | $2,281+102.9% |
| Participant deferral / active EE | $5,500 | $3,158+74.2% | $4,797+14.6% | $3,203+71.7% |
| Admin fee / account holder | $3,957 | $3,647+8.5% | $8,520-53.5% | $4,296-7.9% |