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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 | $383,419 | $106,008+261.7% | $92,240+315.7% | $147,586+159.8% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 7.00% | 50.05%-43.0pp | 176.29%-169.3pp | 578.59%-571.6pp |
| Employer contribution / active EE | $2,126 | $4,333-50.9% | $3,680-42.2% | $4,876-56.4% |
| Participant deferral / active EE | $3,762 | $4,478-16.0% | $3,897-3.5% | $5,439-30.8% |
| Admin fee / account holder | $60,963 | $6,333+862.6% | $5,194+1073.7% | $10,886+460.0% |