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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 | $279,040 | $114,130+144.5% | $96,192+190.1% | $167,553+66.5% |
| Participation rate | 33.3% | 75.1%-41.7pp | 68.4%-35.1pp | 82.1%-48.8pp |
| Annual return | 5.68% | 190.07%-184.4pp | 192.09%-186.4pp | 478.89%-473.2pp |
| Employer contribution / active EE | $1,362 | $3,431-60.3% | $2,799-51.3% | $4,840-71.9% |
| Participant deferral / active EE | $1,733 | $5,198-66.7% | $4,351-60.2% | $6,343-72.7% |
| Admin fee / account holder | $856 | $6,901-87.6% | $5,539-84.6% | $12,316-93.1% |