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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 | $780,358 | $159,978+387.8% | $147,041+430.7% | $145,978+434.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 0.56% | 98.36%-97.8pp | 419.21%-418.7pp | 550.52%-550.0pp |
| Employer contribution / active EE | $25,956 | $5,288+390.8% | $4,935+426.0% | $4,662+456.8% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,904 | $15,053-67.4% | $13,006-62.3% | $13,400-63.4% |