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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 | $440,034 | $96,558+355.7% | $80,977+443.4% | $273,972+60.6% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | -1.53% | 15.14%-16.7pp | 17.11%-18.6pp | 41.46%-43.0pp |
| Employer contribution / active EE | $3,158 | $4,869-35.1% | $3,715-15.0% | $4,869-35.1% |
| Participant deferral / active EE | $9,156 | $6,598+38.8% | $5,696+60.7% | $5,287+73.2% |
| Admin fee / account holder | $25,670 | $7,493+242.6% | $5,517+365.3% | $10,133+153.3% |