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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 | $640,257 | $107,368+496.3% | $92,915+589.1% | $152,909+318.7% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 11.19% | 145.64%-134.4pp | 109.45%-98.3pp | 345.46%-334.3pp |
| Employer contribution / active EE | $19,939 | $4,222+372.2% | $3,653+445.8% | $4,764+318.5% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $31,000 | $7,082+337.7% | $5,796+434.9% | $11,601+167.2% |