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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 | $1,117,812 | $140,592+695.1% | $123,105+808.0% | $125,389+791.5% |
| Participation rate | 28.6% | 88.2%-59.6pp | 86.8%-58.2pp | 83.2%-54.6pp |
| Annual return | -4.71% | 16.80%-21.5pp | 13.22%-17.9pp | 282.24%-287.0pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $28,097 | $11,198+150.9% | $9,014+211.7% | $9,541+194.5% |