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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 | $607,973 | $150,447+304.1% | $136,298+346.1% | $147,586+311.9% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 1.64% | 1049.15%-1047.5pp | 5156.27%-5154.6pp | 578.59%-576.9pp |
| Employer contribution / active EE | $23,813 | $5,256+353.0% | $4,696+407.1% | $4,876+388.3% |
| Participant deferral / active EE | $12,185 | $6,631+83.8% | $6,247+95.0% | $5,439+124.0% |
| Admin fee / account holder | $4,812 | $10,906-55.9% | $9,244-47.9% | $10,886-55.8% |