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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 | $501,874 | $168,635+197.6% | $147,617+240.0% | $125,389+300.3% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -4.65% | 77.65%-82.3pp | 61.98%-66.6pp | 282.24%-286.9pp |
| Employer contribution / active EE | $35,000 | $6,252+459.8% | $5,564+529.0% | $4,866+619.3% |
| Participant deferral / active EE | $21,000 | $5,507+281.3% | $4,895+329.0% | $5,352+292.4% |
| Admin fee / account holder | $11,752 | $13,580-13.5% | $11,612+1.2% | $9,541+23.2% |