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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 | $581,189 | $110,410+426.4% | $102,437+467.4% | $145,897+298.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | -4.52% | 24.85%-29.4pp | 24.95%-29.5pp | 552.29%-556.8pp |
| Employer contribution / active EE | $2,808 | $4,217-33.4% | $3,871-27.5% | $4,663-39.8% |
| Participant deferral / active EE | $9,561 | $5,622+70.1% | $5,060+89.0% | $6,689+42.9% |
| Admin fee / account holder | $2,024 | $9,745-79.2% | $8,388-75.9% | $13,390-84.9% |