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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 | $815,023 | $138,114+490.1% | $125,391+550.0% | $134,545+505.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -31.11% | 750.88%-782.0pp | 572.41%-603.5pp | 418.37%-449.5pp |
| Employer contribution / active EE | $23,333 | $5,246+344.8% | $4,816+384.5% | $4,742+392.1% |
| Participant deferral / active EE | $11,667 | $7,801+49.6% | $7,448+56.6% | $6,401+82.3% |
| Admin fee / account holder | $31,064 | $11,570+168.5% | $10,009+210.4% | $11,431+171.8% |