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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 | $908,880 | $198,457+358.0% | $170,435+433.3% | $147,586+515.8% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 6.54% | 257.30%-250.8pp | 205.94%-199.4pp | 578.59%-572.0pp |
| Employer contribution / active EE | $28,000 | $6,183+352.8% | $5,432+415.4% | $4,876+474.2% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,778 | $16,852-42.0% | $13,881-29.6% | $10,886-10.2% |