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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 | $544,244 | $148,623+266.2% | $135,974+300.3% | $139,466+290.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | -0.49% | 79.30%-79.8pp | 68.30%-68.8pp | 373.66%-374.2pp |
| Employer contribution / active EE | $6,553 | $5,246+24.9% | $4,859+34.9% | $4,754+37.8% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $81,162 | $12,406+554.2% | $10,767+653.8% | $11,409+611.4% |