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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 | $702,008 | $142,409+393.0% | $119,634+486.8% | $134,545+421.8% |
| Participation rate | 68.4% | 82.8%-14.4pp | 79.3%-10.8pp | 81.2%-12.8pp |
| Annual return | -24.57% | -12.46%-12.1pp | -14.98%-9.6pp | 418.37%-442.9pp |
| Employer contribution / active EE | $5,837 | $5,224+11.7% | $4,232+37.9% | $4,742+23.1% |
| Participant deferral / active EE | $14,538 | $6,468+124.8% | $5,601+159.6% | $6,401+127.1% |
| Admin fee / account holder | $34,075 | $13,594+150.7% | $10,329+229.9% | $11,431+198.1% |