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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 | $411,212 | $180,749+127.5% | $160,784+155.8% | $137,256+199.6% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 6.61% | 2234.46%-2227.8pp | 1803.92%-1797.3pp | 220.34%-213.7pp |
| Employer contribution / active EE | $1,637 | $4,155-60.6% | $3,733-56.1% | $4,156-60.6% |
| Participant deferral / active EE | $5,579 | $6,844-18.5% | $6,293-11.3% | $6,407-12.9% |
| Admin fee / account holder | $1,089,663 | $10,397+10380.7% | $9,717+11114.0% | $12,270+8780.6% |