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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 | $253,142 | $171,865+47.3% | $149,718+69.1% | $147,585+71.5% |
| Participation rate | 33.3% | 88.2%-54.9pp | 87.1%-53.7pp | 82.8%-49.5pp |
| Annual return | 6.53% | 2113.29%-2106.8pp | 1501.67%-1495.1pp | 578.56%-572.0pp |
| Employer contribution / active EE | $3,333 | $6,275-46.9% | $5,445-38.8% | $4,876-31.6% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $30,000 | $13,799+117.4% | $11,283+165.9% | $10,885+175.6% |