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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 | $640,380 | $118,467+440.6% | $98,450+550.5% | $139,456+359.2% |
| Participation rate | 60.0% | 77.5%-17.5pp | 75.2%-15.2pp | 80.3%-20.3pp |
| Annual return | 5.92% | 18.95%-13.0pp | 21.16%-15.2pp | 373.45%-367.5pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,574 | $5,393+3.4% | $4,739+17.6% | $6,711-16.9% |
| Admin fee / account holder | $225,013 | $14,057+1500.8% | $8,961+2410.9% | $11,407+1872.6% |