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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 | $1,370,994 | $156,398+776.6% | $147,318+830.6% | $138,895+887.1% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | -3.50% | 78.75%-82.2pp | 70.43%-73.9pp | 145.39%-148.9pp |
| Employer contribution / active EE | $1,486 | $4,853-69.4% | $4,593-67.6% | $4,194-64.6% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $854,579 | $14,976+5606.4% | $13,708+6134.3% | $12,562+6702.8% |