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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 | $482,251 | $100,805+378.4% | $86,698+456.2% | $134,532+258.5% |
| Participation rate | 58.8% | 79.0%-20.1pp | 76.6%-17.8pp | 81.2%-22.4pp |
| Annual return | -20.48% | 29.09%-49.6pp | 35.95%-56.4pp | 418.27%-438.7pp |
| Employer contribution / active EE | $2,438 | $3,490-30.2% | $2,837-14.1% | $4,741-48.6% |
| Participant deferral / active EE | $4,134 | $5,339-22.6% | $4,656-11.2% | $6,401-35.4% |
| Admin fee / account holder | $35,762 | $10,925+227.3% | $7,493+377.3% | $11,429+212.9% |