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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 | $1,220,962 | $155,840+683.5% | $124,694+879.2% | $167,553+628.7% |
| Participation rate | 50.0% | 81.1%-31.1pp | 74.6%-24.6pp | 82.1%-32.1pp |
| Annual return | 7.75% | 17.98%-10.2pp | 5144.82%-5137.1pp | 478.89%-471.1pp |
| Employer contribution / active EE | $34,611 | $4,165+731.0% | $3,325+941.1% | $4,840+615.2% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $994,457 | $9,536+10328.9% | $7,495+13168.1% | $12,316+7974.3% |