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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 | $789,550 | $150,447+424.8% | $136,298+479.3% | $147,586+435.0% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 10.19% | 1049.15%-1039.0pp | 5156.27%-5146.1pp | 578.59%-568.4pp |
| Employer contribution / active EE | $15,000 | $5,256+185.4% | $4,696+219.4% | $4,876+207.6% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,055 | $10,906-7.8% | $9,244+8.8% | $10,886-7.6% |