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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 | $484,271 | $91,037+432.0% | $71,671+575.7% | $147,586+228.1% |
| Participation rate | 66.7% | 76.1%-9.5pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 3.68% | 20.48%-16.8pp | 20.65%-17.0pp | 578.59%-574.9pp |
| Employer contribution / active EE | $13,067 | $3,327+292.7% | $2,460+431.2% | $4,876+168.0% |
| Participant deferral / active EE | $13,067 | $4,498+190.5% | $3,438+280.1% | $5,439+140.3% |
| Admin fee / account holder | $439,480 | $8,613+5002.8% | $5,558+7806.5% | $10,886+3937.2% |