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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 | $1,037,590 | $144,130+619.9% | $117,861+780.3% | $147,586+603.0% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 7.35% | 531.20%-523.8pp | 335.11%-327.8pp | 578.59%-571.2pp |
| Employer contribution / active EE | $1,700 | $4,897-65.3% | $3,786-55.1% | $4,876-65.1% |
| Participant deferral / active EE | $1,700 | $5,316-68.0% | $4,482-62.1% | $5,439-68.7% |
| Admin fee / account holder | $70,013 | $10,887+543.1% | $8,021+772.9% | $10,886+543.2% |