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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 | $369,606 | $72,465+410.0% | $67,575+447.0% | $145,884+153.4% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 8.73% | 7222.56%-7213.8pp | 3528.98%-3520.2pp | 551.85%-543.1pp |
| Employer contribution / active EE | $4,788 | $3,074+55.8% | $2,736+75.0% | $4,662+2.7% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $35,047 | $5,515+535.4% | $3,993+777.7% | $13,392+161.7% |