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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 | $299,171 | $150,445+98.9% | $136,297+119.5% | $147,585+102.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 4.26% | 1049.14%-1044.9pp | 5156.16%-5151.9pp | 578.57%-574.3pp |
| Employer contribution / active EE | $19,054 | $5,256+262.5% | $4,696+305.8% | $4,876+290.7% |
| Participant deferral / active EE | $4,282 | $6,631-35.4% | $6,247-31.5% | $5,439-21.3% |
| Admin fee / account holder | $531,700 | $10,906+4775.4% | $9,244+5652.0% | $10,885+4784.5% |