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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 | $941,554 | $99,011+851.0% | $86,582+987.5% | $147,586+538.0% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 7.69% | 1312.75%-1305.1pp | 965.08%-957.4pp | 578.59%-570.9pp |
| Employer contribution / active EE | $15,803 | $3,132+404.5% | $2,839+456.5% | $4,876+224.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $36,487 | $5,709+539.1% | $4,904+644.0% | $10,886+235.2% |