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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 | $404,707 | $100,895+301.1% | $90,430+347.5% | $158,950+154.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | -8.50% | 1725.54%-1734.0pp | 1293.73%-1302.2pp | 302.91%-311.4pp |
| Employer contribution / active EE | $994 | $3,689-73.1% | $3,262-69.5% | $4,762-79.1% |
| Participant deferral / active EE | $11,375 | $4,347+161.7% | $3,963+187.1% | $5,983+90.1% |
| Admin fee / account holder | $2,050 | $6,505-68.5% | $5,613-63.5% | $11,248-81.8% |