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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 | $1,946,780 | $96,678+1913.7% | $86,640+2147.0% | $139,466+1295.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 10.17% | 106.69%-96.5pp | 592.52%-582.3pp | 373.66%-363.5pp |
| Employer contribution / active EE | $20,989 | $3,265+542.7% | $3,024+594.0% | $4,754+341.5% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $47,778 | $6,410+645.4% | $5,616+750.8% | $11,409+318.8% |