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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 | $72,465+538.2% | $67,575+584.4% | $145,884+217.0% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 6.49% | 7222.56%-7216.1pp | 3528.98%-3522.5pp | 551.85%-545.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,954 | $4,786+24.4% | $4,003+48.7% | $6,690-11.0% |
| Admin fee / account holder | $391,125 | $5,515+6991.6% | $3,993+9695.4% | $13,392+2820.6% |