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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 | $350,336 | $162,812+115.2% | $133,971+161.5% | $158,966+120.4% |
| Participation rate | 33.3% | 83.2%-49.9pp | 79.8%-46.5pp | 82.0%-48.6pp |
| Annual return | -0.33% | 41.94%-42.3pp | 45.09%-45.4pp | 302.95%-303.3pp |
| Employer contribution / active EE | $12,500 | $4,976+151.2% | $3,919+219.0% | $4,762+162.5% |
| Participant deferral / active EE | $8,667 | $5,910+46.6% | $5,047+71.7% | $5,983+44.9% |
| Admin fee / account holder | $4,565 | $11,741-61.1% | $8,929-48.9% | $11,250-59.4% |