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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 | $716,865 | $99,031+623.9% | $86,597+727.8% | $147,585+385.7% |
| Participation rate | 18.2% | 76.3%-58.2pp | 73.5%-55.4pp | 82.8%-64.6pp |
| Annual return | 4.27% | 1312.56%-1308.3pp | 964.96%-960.7pp | 578.57%-574.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $411 | $5,711-92.8% | $4,906-91.6% | $10,885-96.2% |