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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 | $385,300 | $96,678+298.5% | $86,640+344.7% | $139,466+176.3% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 9.11% | 106.69%-97.6pp | 592.52%-583.4pp | 373.66%-364.6pp |
| Employer contribution / active EE | $1,127 | $3,265-65.5% | $3,024-62.8% | $4,754-76.3% |
| Participant deferral / active EE | $6,568 | $4,837+35.8% | $4,438+48.0% | $6,712-2.1% |
| Admin fee / account holder | $99,283 | $6,410+1448.9% | $5,616+1668.0% | $11,409+770.2% |