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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 | $768,876 | $113,941+574.8% | $94,229+716.0% | $125,389+513.2% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | -5.43% | 5.29%-10.7pp | 10.68%-16.1pp | 282.24%-287.7pp |
| Employer contribution / active EE | $3,402 | $4,727-28.0% | $3,587-5.2% | $4,866-30.1% |
| Participant deferral / active EE | $11,557 | $5,179+123.1% | $4,320+167.5% | $5,352+115.9% |
| Admin fee / account holder | $1,518 | $8,392-81.9% | $6,269-75.8% | $9,541-84.1% |