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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 | $568,725 | $83,337+582.4% | $67,834+738.4% | $273,972+107.6% |
| Participation rate | 60.0% | 76.4%-16.4pp | 68.8%-8.8pp | 83.0%-23.0pp |
| Annual return | 1.28% | 259.45%-258.2pp | 138.47%-137.2pp | 41.46%-40.2pp |
| Employer contribution / active EE | $10,720 | $3,287+226.1% | $2,403+346.0% | $4,869+120.2% |
| Participant deferral / active EE | $10,720 | $4,088+162.2% | $3,160+239.3% | $5,287+102.8% |
| Admin fee / account holder | $10,084 | $6,752+49.3% | $4,622+118.2% | $10,133-0.5% |