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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 | $416,904 | $102,385+307.2% | $147,080+183.5% | $80,935+415.1% |
| Participation rate | 40.7% | 75.9%-35.1pp | 82.2%-41.4pp | 67.7%-26.9pp |
| Annual return | 8.37% | 135.09%-126.7pp | 420.17%-411.8pp | 35.66%-27.3pp |
| Employer contribution / active EE | $2,333 | $3,717-37.2% | $4,933-52.7% | $2,757-15.4% |
| Participant deferral / active EE | $4,775 | $6,651-28.2% | $8,066-40.8% | $4,299+11.1% |
| Admin fee / account holder | $100,304 | $7,951+1161.5% | $12,989+672.2% | $6,924+1348.6% |