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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 | $324,354 | $150,447+115.6% | $136,298+138.0% | $147,586+119.8% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 8.77% | 1049.15%-1040.4pp | 5156.27%-5147.5pp | 578.59%-569.8pp |
| Employer contribution / active EE | $5,200 | $5,256-1.1% | $4,696+10.7% | $4,876+6.6% |
| Participant deferral / active EE | $5,200 | $6,631-21.6% | $6,247-16.8% | $5,439-4.4% |
| Admin fee / account holder | $250,020 | $10,906+2192.5% | $9,244+2604.7% | $10,886+2196.8% |