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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 | $462,486 | $72,396+538.8% | $67,511+585.1% | $145,959+216.9% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 6.49% | 7194.07%-7187.6pp | 3517.41%-3510.9pp | 561.95%-555.5pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,954 | $4,781+24.5% | $4,000+48.8% | $6,689-11.0% |
| Admin fee / account holder | $391,125 | $5,538+6962.3% | $3,999+9681.1% | $13,398+2819.3% |