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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 | $338,513 | $226,105+49.7% | $182,540+85.4% | $152,897+121.4% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.0%-78.0pp | 82.5%-82.5pp |
| Annual return | 1.76% | 192.58%-190.8pp | 148.58%-146.8pp | 345.43%-343.7pp |
| Employer contribution / active EE | $4,033 | $4,978-19.0% | $4,076-1.0% | $4,764-15.3% |
| Participant deferral / active EE | $10,800 | $6,370+69.6% | $5,525+95.5% | $5,851+84.6% |
| Admin fee / account holder | $24,740 | $10,706+131.1% | $8,593+187.9% | $11,599+113.3% |