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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 | $493,479 | $150,447+228.0% | $136,298+262.1% | $147,586+234.4% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 10.18% | 1049.15%-1039.0pp | 5156.27%-5146.1pp | 578.59%-568.4pp |
| Employer contribution / active EE | $2,737 | $5,256-47.9% | $4,696-41.7% | $4,876-43.9% |
| Participant deferral / active EE | $8,000 | $6,631+20.7% | $6,247+28.1% | $5,439+47.1% |
| Admin fee / account holder | $3,706 | $10,906-66.0% | $9,244-59.9% | $10,886-66.0% |