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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 | $450,560 | $106,008+325.0% | $92,240+388.5% | $147,586+205.3% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 7.48% | 50.05%-42.6pp | 176.29%-168.8pp | 578.59%-571.1pp |
| Employer contribution / active EE | $16,771 | $4,333+287.0% | $3,680+355.8% | $4,876+243.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $161,231 | $6,333+2445.9% | $5,194+3004.1% | $10,886+1381.1% |