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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 | $1,011,985 | $198,457+409.9% | $170,435+493.8% | $147,586+585.7% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 2.69% | 257.30%-254.6pp | 205.94%-203.3pp | 578.59%-575.9pp |
| Employer contribution / active EE | $12,806 | $6,183+107.1% | $5,432+135.7% | $4,876+162.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $40,237 | $16,852+138.8% | $13,881+189.9% | $10,886+269.6% |