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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 | $270,148 | $150,447+79.6% | $136,298+98.2% | $147,586+83.0% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 4.33% | 1049.15%-1044.8pp | 5156.27%-5151.9pp | 578.59%-574.3pp |
| Employer contribution / active EE | $5,400 | $5,256+2.7% | $4,696+15.0% | $4,876+10.7% |
| Participant deferral / active EE | $12,000 | $6,631+81.0% | $6,247+92.1% | $5,439+120.6% |
| Admin fee / account holder | $1,778 | $10,906-83.7% | $9,244-80.8% | $10,886-83.7% |