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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 | $305,768 | $154,209+98.3% | $130,062+135.1% | $139,487+119.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 8.21% | 32.52%-24.3pp | -137.37%+145.6pp | 373.84%-365.6pp |
| Employer contribution / active EE | $2,159 | $5,292-59.2% | $4,322-50.0% | $4,755-54.6% |
| Participant deferral / active EE | $8,000 | $6,709+19.2% | $5,821+37.4% | $6,713+19.2% |
| Admin fee / account holder | $2,578,821 | $13,988+18335.7% | $10,601+24227.1% | $11,407+22506.7% |