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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 | $428,602 | $155,840+175.0% | $124,694+243.7% | $167,553+155.8% |
| Participation rate | 50.0% | 81.1%-31.1pp | 74.6%-24.6pp | 82.1%-32.1pp |
| Annual return | 6.19% | 17.98%-11.8pp | 5144.82%-5138.6pp | 478.89%-472.7pp |
| Employer contribution / active EE | $19,934 | $4,165+378.6% | $3,325+499.6% | $4,840+311.9% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $24,858 | $9,536+160.7% | $7,495+231.7% | $12,316+101.8% |