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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 | $768,154 | $105,929+625.2% | $81,926+837.6% | $158,950+383.3% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.0%-22.0pp | 82.0%-32.0pp |
| Annual return | 0.50% | 38.19%-37.7pp | 29.49%-29.0pp | 302.91%-302.4pp |
| Employer contribution / active EE | $25,000 | $7,802+220.4% | $4,310+480.0% | $4,762+425.0% |
| Participant deferral / active EE | $0 | $13,007-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,449 | $8,492-47.6% | $5,159-13.8% | $11,248-60.4% |