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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 | $487,292 | $37,446+1201.3% | $77,513+528.7% | $79,852+510.2% |
| Participation rate | 7.1% | 41.5%-34.4pp | 54.2%-47.0pp | 69.6%-62.5pp |
| Annual return | -0.21% | 39.76%-40.0pp | 54.81%-55.0pp | 31.72%-31.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $953 | $2,506-62.0% | $2,859-66.7% | $5,306-82.0% |