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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 | $743,955 | $76,608+871.1% | $56,077+1226.7% | $145,877+410.0% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 1.30% | 3009.59%-3008.3pp | 1709.28%-1708.0pp | 551.28%-550.0pp |
| Employer contribution / active EE | $1,080 | $1,382-21.8% | $1,040+3.8% | $4,663-76.8% |
| Participant deferral / active EE | $1,080 | $2,624-58.8% | $1,954-44.7% | $6,691-83.9% |
| Admin fee / account holder | $11,654 | $3,325+250.5% | $2,825+312.5% | $13,402-13.0% |