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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 | $102,382+307.2% | $147,005+183.6% | $80,874+415.5% |
| Participation rate | 40.7% | 75.8%-35.1pp | 82.2%-41.4pp | 67.6%-26.9pp |
| Annual return | 8.37% | 134.89%-126.5pp | 418.76%-410.4pp | 35.62%-27.3pp |
| Employer contribution / active EE | $2,333 | $3,715-37.2% | $4,934-52.7% | $2,756-15.3% |
| Participant deferral / active EE | $4,775 | $6,646-28.2% | $8,070-40.8% | $4,297+11.1% |
| Admin fee / account holder | $100,304 | $7,942+1162.9% | $13,006+671.2% | $6,935+1346.3% |