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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 | $722,102 | $217,432+232.1% | $185,849+288.5% | $167,536+331.0% |
| Participation rate | 10.0% | 86.1%-76.1pp | 81.7%-71.7pp | 82.1%-72.1pp |
| Annual return | -3.50% | 148.42%-151.9pp | 122.10%-125.6pp | 478.82%-482.3pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $40,772 | $6,357+541.3% | $5,569+632.2% | $6,342+542.9% |
| Admin fee / account holder | $126,028 | $19,818+535.9% | $16,244+675.9% | $12,315+923.4% |