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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 | $702,642 | $180,749+288.7% | $160,784+337.0% | $137,256+411.9% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 0.02% | 2234.46%-2234.4pp | 1803.92%-1803.9pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $18,876 | $6,844+175.8% | $6,293+200.0% | $6,407+194.6% |
| Admin fee / account holder | $888,460 | $10,397+8445.5% | $9,717+9043.4% | $12,270+7140.8% |