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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 | $406,752 | $160,028+154.2% | $147,080+176.6% | $145,884+178.8% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 6.88% | 98.60%-91.7pp | 420.17%-413.3pp | 551.85%-545.0pp |
| Employer contribution / active EE | $1,723 | $5,286-67.4% | $4,933-65.1% | $4,662-63.0% |
| Participant deferral / active EE | $6,900 | $8,422-18.1% | $8,066-14.5% | $6,690+3.1% |
| Admin fee / account holder | $56,406 | $15,030+275.3% | $12,989+334.3% | $13,392+321.2% |