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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 | $20,535,460 | $73,978+27659.0% | $96,515+21177.0% | $75,173+27217.6% |
| Participation rate | 0.0% | 66.4%-66.4pp | 74.3%-74.3pp | 67.2%-67.2pp |
| Annual return | 12.81% | 26.72%-13.9pp | 35.73%-22.9pp | 160.72%-147.9pp |
| Employer contribution / active EE | $19,322 | $2,931+559.3% | $3,740+416.7% | $2,671+623.4% |
| Participant deferral / active EE | $7,811 | $3,660+113.4% | $4,880+60.1% | $4,126+89.3% |
| Admin fee / account holder | $366,255 | $5,219+6918.1% | $6,735+5337.8% | $5,651+6381.8% |