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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 | $485,288 | $176,105+175.6% | $159,474+204.3% | $167,536+189.7% |
| Participation rate | 30.0% | 85.0%-55.0pp | 82.8%-52.8pp | 82.1%-52.1pp |
| Annual return | 7.22% | 331.91%-324.7pp | 263.68%-256.5pp | 478.82%-471.6pp |
| Employer contribution / active EE | $1,177 | $5,299-77.8% | $4,831-75.6% | $4,839-75.7% |
| Participant deferral / active EE | $7,149 | $7,751-7.8% | $7,353-2.8% | $6,342+12.7% |
| Admin fee / account holder | $40,423 | $12,559+221.9% | $10,802+274.2% | $12,315+228.3% |